WCP IPO - The Positives - Past Sales Have Been Very Strong
WCP aims to raise around US$690m via selling a mix of primary and secondary shares in its Korean IPO. In this note, we talk about the positive...
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BYD (1211 HK): Is Buffett Bailing?
BYD is expensive, even after this morning's decline. The recent price run-up appears to hit Buffet's exit level. I'd look to sell here and on any...
873 Views
Tianqi Lithium A/H Trading - A-Shares Have Done Relatively Well, H-Shares Should Follow
Tianqi Lithium (TL) raised around US$2bn via its H-shares listing. In this note, we talk about the updates since our last notes, along with the...
566 Views
EVA Precision 838 HK: Play on EV Market Growth
Eva Precision Industrial Holdings (838 HK) is a supplier of office and automotive equipment (seat/battery frames and molds), trading at 8.1x PE...
680 Views
CX Daily: China Takes Another Step to Unshackle Interest Rates
Caixin Explains: China takes another step to unshackle interest rates. Uproar over a baby taken during the one-child policy days
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