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Eugene Hsiao

Research Analyst at Macquarie Group LTD

Eugene Hsiao is an Equity Research Analyst at Macquarie Capital, specializing in coverage of the consumer discretionary sector with a strong focus on China-based auto manufacturers such as Li Auto, XPeng, NIO, and Guangzhou Automobile Group. He has issued multiple ratings on these companies and his analyst performance includes a documented 33.33% success rate and an average return of -7.96% across 9 stock ratings. Hsiao began his finance career after founding True Stats Lab Pte Ltd, subsequently joining Macquarie Capital and currently serves with a CFA designation as well as holding regulatory analyst registration. His research is recognized at leading industry conferences, reflecting active engagement and expertise in Asian automotive equities.

Eugene Hsiao's questions to Lotus Technology (LOT) leadership

Question · Q2 2025

Eugene Hsiao of Macquarie Capital asked for details on the 'One Lotus' strategy, the planned integration with Lotus UK following a put option exercise, and the expected synergies from the merger.

Answer

CEO Qingfeng Feng explained that the 'One Lotus' strategy aims to merge Lotus UK (sports cars) and Lotus Tech (lifestyle vehicles) to enhance efficiency. He highlighted technological synergies, such as Lotus UK adopting Lotus Tech's hyper hybrid solution. Post-merger, Lotus UK will focus on high-performance engineering services, while Lotus Tech will lead in intelligence and electrification. Feng stated the board has approved the plan, with the deal expected to close by year-end 2025 or Q1 2026.

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Eugene Hsiao's questions to ZEEKR Intelligent Technology Holding (ZK) leadership

Question · Q4 2024

Eugene Hsiao asked for an update on vehicle sales to Waymo and whether the U.S. government's ban on Chinese software would have an impact. He also inquired if the self-developed domain controllers showcased at CES would be exclusive to the Zeekr brand and only use NVIDIA chips.

Answer

Executive Jing Yuan clarified that the Waymo partnership is structured for compliance; vehicles are shipped to the U.S. without communication modules, and Waymo installs its own ADAS hardware and software in California. He confirmed sales are on track. The new domain controller will be used by both Lynk & Co and Zeekr brands. He also stated that Mobileye remains a key partner, particularly for vehicles targeted at international markets.

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