Company Overview - Valeo is a technology company that partners with automakers and new mobility players to innovate for cleaner, safer, and smarter mobility [3] - The company has a strong technological and industrial leadership in four key areas: electrification, driving assistance systems, interior experience reinvention, and lighting [3] Financial Performance - Valeo reported sales of €21.5 billion in 2024 [4] - The company employs 106,100 people across 28 countries, operates 155 plants, and has 46 research and development centers as well as 18 distribution platforms as of December 31, 2024 [4] Share Capital Information - As of November 30, 2025, Valeo's issued capital is €245,607,624 with a par value of €1 per share [1] - The total number of shares is 245,607,624, with a total number of theoretical voting rights at 275,987,446 and exercisable voting rights at 273,329,845 [1][2]

Core Viewpoint - Arbe Robotics Ltd. is proposing to extend the deadline for meeting conditions under its series A convertible bonds to December 31, 2026, to avoid early redemption of unconverted bonds [1][2]. Group 1: Bondholder Meeting and Terms - A bondholder meeting is scheduled for December 16, 2025, to vote on the proposed extension and updated terms, which include reducing the interest rate from 6.5% to 4.35% effective January 1, 2026 [2]. - The conversion price for the bonds remains at ILS 9.53 (approximately $2.95) per share, and the company is considering issuing additional bonds to increase the total principal amount to up to $20 million from the current $8.5 million [2]. Group 2: Conditions for Fund Release - The release of funds from the trustee is contingent upon three conditions, which include securing a strategic program award with a European OEM, maintaining a share price of at least $3.10 for 30 consecutive trading days, and achieving a minimum trading volume of 300,000 shares per day [3][6]. - The decision to seek an extension is influenced by recent developments that have led Arbe to not expect securing the potential strategic program award in the near future [3]. Group 3: Company Overview - Arbe Robotics is a leader in ultra-high-resolution radar solutions, providing technology that enhances safety in driving systems and supports advancements from ADAS to full vehicle autonomy [4]. - The company’s radar chipset offers up to 100 times more detail than traditional radar systems, enabling real-time, 4-dimensional imaging for various vehicle segments and safety applications [4].

Core Insights - The Mobileye story represents a continual evolution, transitioning from core ADAS products to SuperVision and then to surround ADAS solutions, which are perceived as more cost-effective for broader implementation [1] Group 1: Product Development - The company is focusing on enhancing its core competency in ADAS products while also exploring the potential of SuperVision, which had a brief setback [1] - Surround ADAS is being introduced as a more cost-effective solution that customers believe can be implemented more broadly [1] Group 2: Market Opportunities - There is significant market and media enthusiasm surrounding the drive or robotaxi business, indicating a growing interest as businesses begin to scale [1] - The company is currently assessing its focus on securing wins with customers in the surround ADAS segment [1]

Core Viewpoint - Garrett Motion Inc. has announced a new share repurchase program for 2026, authorizing the repurchase of up to $250 million of its outstanding common stock, reflecting its commitment to returning capital to shareholders while investing in growth opportunities [1][2][3] Group 1: Share Repurchase Program - The new share repurchase program will begin on January 1, 2026, after the current program expires on December 31, 2025 [2] - The company aims to return 75% of its Adjusted Free Cash Flow to shareholders over time through dividends and share repurchases, contingent on various factors including market conditions and stock price [3] Group 2: Financial Strategy - The share repurchase plan demonstrates Garrett's disciplined approach to capital allocation, balancing investments in advanced technologies with shareholder returns [3] - Management has the discretion to determine the timing and price of share repurchases, which may occur through various methods such as open market purchases or block trades [3] Group 3: Company Overview - Garrett Motion has a 70-year history in the automotive sector, focusing on innovations that reduce engine size, fuel consumption, and CO2 emissions [4] - The company is expanding its technology solutions for Zero Emission Vehicles, including fuel cell compressors and electric propulsion systems [4] - Garrett operates six R&D centers and 13 manufacturing sites globally, employing over 9,000 people [4]

Core Insights - Forvia has initiated a divestment process for parts of its portfolio, particularly its interiors business group, following media speculation about a potential sale [1][3] - The company is conducting a comprehensive strategic review of its portfolio but has not disclosed specific assets or timelines related to the divestment [2] - Forvia aims to reduce its net debt to below 1.5 times core earnings through asset disposals, with a current leverage ratio of 1.8 as of June 2025 [4] Financial Performance - The interiors division generated €1.09 billion in sales during Q3 2025, representing nearly 18% of Forvia's total revenue [4] - Forvia has completed approximately 25% of its €1 billion ($1.2 billion) divestment plan announced in October 2023, with individual asset sales ranging from €50 million to €200 million [3] Strategic Partnerships - Forvia has partnered with Indian IT company Wipro to enhance its Advanced Driver Assistance Systems (ADAS) applications, focusing on surround-view technology to assist drivers [5]

Group 1 - The company Wuxi Che Lian Tian Xia Intelligent Technology Co., Ltd. has submitted a prospectus to the Hong Kong Stock Exchange for a proposed listing on the main board [1] - CICC and Haitong International are acting as joint sponsors for the global offering [1] - The funds raised from the global offering are intended for vehicle computing solutions and regional controllers, enhancing production capacity, strengthening international capabilities, and supplementing working capital [1]

The Stock Exchange of Hong Kong Limited and the Securities and Futures Commission take no responsibility for the contents of this Application Proof, make no representation as to its accuracy or completeness and expressly disclaim any liability whatsoever for any loss howsoever arising from or in reliance upon the whole or any part of the contents of this Application Proof. Application Proof of Wuxi Autolink Intelligence Tech Co., Ltd.* 無錫車聯天下智能科技股份有限公司 (the "Company") (A joint stock limited company incorpor ...

Core Viewpoint - Aptiv PLC will present at the UBS Global Industrials and Transportation Conference on December 3 at 8:50 a.m. Eastern Time, with a simultaneous webcast available on its Investor Relations website [1] Company Overview - Aptiv is a global industrial technology company focused on enabling a more automated, electrified, and digitalized future [1]

Group 1 - Lear Corporation will participate in a fireside chat on December 4, 2025, at the Goldman Sachs 17th Annual Industrials & Autos Week in London [1] - The live webcast will begin at 5:15 AM EST (10:15 AM GMT) and will run for approximately 35 minutes [1] - The webcast link will be available on the company's website [1] Group 2 - Lear Corporation is a global automotive leader in Seating and E-Systems, headquartered in Southfield, Michigan [2] - The company designs, manufactures, and delivers advanced technologies to major automakers, emphasizing innovation, operational excellence, and sustainability [2] - Lear has over 100 years of heritage and is the largest U.S.-based automotive supplier [2]

WARNING The publication of this Application Proof is required by The Stock Exchange of Hong Kong Limited (the "Stock Exchange") and the Securities and Futures Commission (the "Commission") solely for the purpose of providing information to the public in Hong Kong. This Application Proof is in draft form. The information contained in it is incomplete and is subject to change which can be material. By viewing this document, you acknowledge, accept and agree with the Company, its sponsors, overall coordinators ...