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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[Blue Lotus Sector Update]: Investors Tolerate Amazon, Why Not China New Energy?
Although renewable energy has long and expansive value chains, transportation is a separate node. China’s success in EV has strategic value for a...
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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...
289 Views
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...
302 Views
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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