Tesla's Pending China Sales and Model S Plaid—with an Asterisk
Tesla wants you to see Plaid, not The Asterisk. Not that it matter much in sales. May monthly deliveries in China are far more important—and...
230 Views
Up Fintech (Tiger Brokers) Placement - Needs a Large Correction, Just like Futu
Up Fintech (TIGR US) aims to raise around US$165m via a follow-on offering. This will be the first raising by the company since it was listed in 2019.
290 Views
Smartkarma North Asia Weekly: POTUS Order, Kanzhun, Angelalign, & 3 Children Policy in China
In this edition of the Smartkarma North Asia Weekly, it summarizes some of the top insights on Smartkarma in the past week covering Japan, HK...
263 Views
China Auto: End Demand Keeps Getting Better; Chip Shortage Bottoms
Compared to corresponding period in 2019, China's PV retail sales in May increased by 5%, slightly better than that of April, while wholesale sales...
318 Views
TSLA China Losing to Chinese NEV OEMs
TSLA will begin to experience excess production of the Y in the next couple of months, as the China order backlog wanes from 43KQ1 to 17K Q2. Y...
238 Views