China TMT Update-XPEV/3690HK/241HK/6618HK-Volkswagen Cooperation;Crackdown on Healthcare Corruption
XPEV: Xpeng and Volkswagen cooperation updates(/);3690.HK: NDRC adds guidelines for restoring consumption(+);241HK/6618HK：Central Discipline...
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HK Short Interest Weekly: Byd Company, China Mobile, Wuxi Apptec, Bidu
We analyzed the latest HK SFC report for aggregate short position as of Jul 21st and highlight short interest changes in Byd Company, China Mobile,...
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[XPeng(XPEV US, BUY, TP US$24.3)TP Change]: Potential of Tech Licensing and EV Sales Lifts Valuation
VW’s long-term software dilemma caused delays of new EV model launch. Thus, leveraging established software capability of Xpeng could help VW catch...
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China TMT Update-ATAT/XPEV-The VW Brand Cooperate with Xpeng;G6 Capacity;Legacy-Huazhu 2Q23 RevPAR
XPEV : The VW brand cooperation with Xpeng (+);XPEV: weekly data indicates G6 capacity still needs time to ramp up (-);ATAT: Legacy-Huazhu 2Q23...
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Black Sesame Pre-IPO - The Negatives - Losses Remain Wide and Suffers from a Concentration Risk
Black Sesame Technologies (BLACKSES HK) is looking to raise around US$300m in its upcoming Hong Kong IPO. In this note, we will talk about the not...
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