China NEV Outlook Part 1- How the Market Will Look like in 10 Years
Today, overall NEV (New Energy Vehicles) market size is expanding quickly in China. Government subsidies keep users' purchasing cost attractive....
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Chiyoda: JPY2.5trn in Potential Orders, JPY220bn in Market Cap and a SPERActacular Future
Chiyoda Corp (6366 JP)'s performance has been lacklustre in the last few months following the announcement of additional losses on the Cameron LNG...
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Smartkarma's Week That Was in JP/KR
This past week (Friday to Friday) saw 196 insights published: 29 on China and HK stocks and another couple dozen on greater China themes and...
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Consumption Diary: What in the EV World Is Driving NIO? Plus @Smartkarma - Vitamins, Retail & More
Highlights of this week's Consumption Diary: EV Industry was in limelight with NIO Inc (NIO US) staging a racy post-IPO performance shaking off...
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Last Week in GER Research: Meituan, Nio, Haidilao, Shandong Gold, China Renais., X Financial and PDD
Below is a recap of the key IPO research produced by the Global Equity Research team. This week we dig into the economics of Mobike as it relates...
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