Weibo Secondary Listing - Needs to Come at a Discount
Weibo plans to raise around US$500-700m in its secondary listing in Hong Kong. In this note, we talk about the deal and its impact.
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China Auto Sector Outlook 2022E
Auto supply chain issue, including chip shortage, might be worse in 2022E. Local brands might keep gaining market share due to their higher...
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China Auto: Outstanding Xpeng in Dark Moment
As expected, auto chip shortage issue wasn't eased in October. And NEV players started getting affected. Both Li Auto (Li.US; 2015.HK) and Xpeng...
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Buying Global Financials & Autos/Auto Parts
Global automobile stocks display bullish price and RS inflections with many breaking out to new highs. Financials are attractive globally, ranging...
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Xpeng: Full-Scenarios NGP on the Way, Flying Vehicle Countdown
Based on medias' non-stop recorded test drives on Xpeng P5 with NGP for City scenarios, we believe customers would be excited on what city NGP...
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