–NDR takeaways: Android recovery, auto/energy storage and Jabil mobility’s synergies
China Auto Sector–Strong 4Q23 sales mixed with rising competition
China Auto Sector: All-time high sales for Li Auto, BYD, Aion, Leap
Semi–China CIS sector–Solid auto CIS growth offset by weak mobile CIS demand
China Auto Sector–Oct discounts widened after 3Q23 earnings beat
策略:H股;百度:O2O野心; GCL / Prada / Autos; CKI / PAH合并
Positive on acquisition of Auto-Kabel Group; Reiterate BUY
VinFast Auto Ltd美股招股说明书(2025-01-13版)
China Auto Sector – Can possible strong Jun sales extend into 2H23?
Rewiring the Auto Industry for the Electric, Connected Future