[Blue Lotus Daily]: TSLA/XPEV/NIO/LI/BIDU/1211.HK/600104.CH/601633.CH/ATAT/BEKE
Tesla is set to launch Full Self-Driving (FSD) in China, Japanese auto makers reduce prices in Thailand to compete with Chinese EVs, and BYD...
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Zeekr Pre-IPO - Quick Note - Recent Filing Updates - 007, Earnings on Track
ZEEKR (ZK US), a premium EV brand by Geely Auto (175 HK), aims to raise around US$500m in its US listing. In this note, we talk about the updates...
425 Views
2024 High Conviction: Long BYD and Short Tesla
Tesla operational data has started to crack, while BYD has gotten even better. With Tesla's share price outperformed BYD's this year by around 70%,...
854 Views
ECM Weekly (26th Nov 2023) - Zeekr, Cirrus, Tata Tech, IREDA, FedBank, Juniper, GS Yuasa, AZ Com
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
446 Views
ZEEKR IPO Valuation Analysis: Next BYD or Tesla?
ZEEKR is expected to IPO in December. I value ZEEKR shares using a 50/50 blend of EV/Sales analysis and long-term DCF analysis, and see potential...
560 Views