[Blue Lotus Daily]300274SZ/300750SZ/LI/NIO/1211HK/Huazhu/Atour/XPEV/9926 HK
New energy export data shows wind power growth,inverters at inflection point.BYD accelerates in 11th week,positive outlook for new energy vehicles...
349 Views
Reddit IPO - Well-Known Brand but Sustainability of Growth Is Questionable
Reddit (RDDT US) is looking to raise up to US$750m in its US IPO. In this note, we talk about the company’s historical performance.
226 Views
[Blue Lotus Daily]9926HK/1801HK/1877HK/BGNE/ZLAB/9995HK/1211HK/XPEV/1810HK/Chery Automobile/LI/NIO
US lobbying group distances from Wuxi AppTec, GAC AION orders surge after price cuts, Chery Automobile in talks with Italian government to build...
324 Views
[Blue Lotus Daily]：BGNE/LI/XPEV/300750 CH
BGNE's Brukinsa gains fifth FDA indication but future growth uncertain; Li MEGA exceeds expectations; Samsung SDI plans battery production in 2025...
216 Views
Ola Electric Pre-IPO - Initial Thoughts on Valuation
Ola Electric is looking to raise about US$1bn in its upcoming India IPO. In this note, we talk about our earnings forecast and valuations.
422 Views