Global Mobility/Transport, Equity Long-Short

Mohshin Aziz

Capital market veteran with 22 years experience with stints as an analyst (sell-side & buyside), investor relations and fund manager. 

My key expertise in the aviation sector. My definition of "aviation" includes airlines, travel tours, airports, airport retail & services, OEMs, online travel agents, aircraft lessors, air cargo/logistics, etc.   

I have an active watchlist consisting 190 companies across 41 countries. The aviation sector is highly cyclical and I am constantly evaluating signals to uncover attractive trade opportunities.

LiAuto (LI US, BUY, TP:USD25.0): Good 2Q-2024 Results, on Track to Match Consensus

Equity Bottom-Up

<ul>
<li>Share price under pressure due to industry challenges and transition of new product line-ups.  </li>
<li>2024 is a blip, things will normalise 2025 and deliver strong topline and bottomline growth. </li>
<li>LiAuto is trading at bargain levels for a company delivering 3-year earnings CAGR of 38%, net cash balance sheet and churns high free cash flow. </li>
</ul>


Share price under pressure due to industry challenges and transition of new product line-ups.  
2024 is a blip, things will normalise 2025 and deliver strong topline and bottomline growth. 
LiAuto is trading at bargain levels for a company delivering 3-year earnings CAGR of 38%, net cash balance sheet and churns high free cash flow. 


LiAuto (LI US, BUY, TP:USD25.0): High Growth + Deep Value Stock

Li Auto

LiAuto (LI US, BUY, TP:USD25.0): High Growth + Deep Value Stock