CTI 66: EV makers got a big charge in 2020, with Tu Le
This week, Tu Le from Sino Auto Insights joins the show to discuss the stratospheric rise that electric vehicle stocks have experienced this year, and what those firms will need to achieve in order to justify their share prices. They also discuss the major players on the software side of the EV equation.
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Show Notes
China Tech Investor is a weekly look at China’s tech companies through the lens of investment. Each week, hosts Elliott Zaagman and James Hull go through their watch list of publicly listed tech companies and also interview experts on issues affecting the macroeconomy and the stock prices of China’s tech companies.
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This week, Tu Le from Sino Auto Insights joins the show to discuss the stratospheric rise that electric vehicle stocks have experienced this year, and what those firms will need to achieve in order to justify their share prices.
Hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.
Watchlist:
- Tencent
- Alibaba
- Baidu
- Bilibili
- Xiaomi
- JD
- Pinduoduo
- Meituan-Dianping
Hosts:
Guest:
- Tu Le - @sinoautoinsight
Editor:
Podcast information:
Music: “Hey Ho” by Steve Jackson, Royalty Free Music