Leapmotor IPO: The Bear Case
The key elements of the bear case rest on a slow ramp-up, lower revenue, high EBIT and FCF loss margin compared to peers at a similar stage of...
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Leapmotor IPO: The Bull Case
The key elements of the bull case rest on a solid roadmap, executive capabilities, explosive growth, declining loss margin and declining FCF burn.
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WM Motor Holding IPO - The Positives - Fast Growth Driven by Its SUV and Mainstream Focus
WM Motor Technology Co Ltd is looking to raise about US$1bn in its upcoming Hong Kong IPO. In this note, we will talk about the positive aspects of...
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HK Short Interest: Sunny Optical, Xpeng, and Hua Hong Semiconductor
We highlight changes of short interest for Sunny Optical, Xpeng, and Hua Hong Semiconductor based on the latest HK SFC short aggregate report.
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GEM Weekly (5 Aug 2022): Asia PMIs, SK CPI, India Interest Rates; Alibaba, TSMC, NetEase, Tencent
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
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