Overview #34 – China Rocks On: Bull Market Rules
A review of recent events/data impacting our investment themes and outlook. We look at some new additions in Chinese tech as the bull market broadens
898 Views
Chery Auto Pre-IPO - Thoughts on Valuation
Chery Automobile is looking to raise about US$1.5bn in its upcoming Hong Kong IPO. In this note, we talk about valuations.
747 Views
Quiddity Leaderboard HSTECH Dec25: One Index Change Likely; US$650mn One-Way with Capping
AAC Technologies could replace ASMPT in the HSTECH index in December 2025. This could trigger one-way flows of US$650mn including capping.
943 Views
NIO HK/ADS Placement - Slightly Better Placed, but Slightly Bigger Deal at US$1bn
NIO (NIO US) is looking to raise around US$1bn via a primary placement in Hong Kong and US. In this note, we talk about the deal dynamics.
461 Views
Chery Auto Pre-IPO: More Discounts Than Price War Starter
Chery positions itself in the economy and mainstream markets or accurately below RMB150,000. Chery provided more discounts than BYD, the price war...
325 Views