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...
875 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...
569 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...
682 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
344 Views
SK IE Technology Placement - Last Deal Didn’t Do Well, More Discount and Cleanup Should Help
SK IE Technology’s (SKIE) shareholder aims to raise around US$228m via selling their remaining shareholding. The last deal didn't do well.
641 Views