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JPMorgan Reflects on Nio's Decision to List Shares in Singapore

Published 06/05/2022, 15:04
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Chinese electric vehicle (EV) company Nio (NYSE:NIO) announced this morning that it is planning for a secondary listing in Singapore, two months after listing its shares in Hong Kong.

This way, Singapore will become the third exchange that offers Nio’s shares, after New York and Hong Kong. The move didn’t surprise investors given that US-listed Chinese companies are facing potential delisting from US exchanges.

JPMorgan analyst Nick Lai expects a “limited fundamental impact on Nio’s operations in the near term” from the company’s decision.

“This, in our view, in a similar move to that in March when Nio had a secondary offering on the HKSE and the shares trading on the HKSE are fully fungible with ADRs in the US. The move to list in Singapore provides an alternative venue for future capital raising if needed in our view. Strategically, as Nio gradually expands its footprint to international markets (thus far, Europe), the company believes Singapore will also be an important regional hub considering its robust international financial system,” Lai told clients in a note.

The analyst reiterated his stance of preferring OEMs with vertically integrated business models, like BYD (OTC:BYDDY)) and Guangzhou Auto (HK:2238).

By Senad Karaahmetovic

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