Overseas Chinese Equities, Aequitas Research

Ming Lu

Overseas Chinese Equities

IPOs and Placements coverage across Asia Pacific

Aequitas Research

We cover all listing across the Asia Pacific along with follow-up placements. As of Dec 2020, our team had covered 539 IPOs with a hit rate of 73.5% and 685 placements with a hit rate of 66.8%.

We combine fundamental bottom-up views with our proprietary quantitative framework to provide a holistic coverage across new listings and placements. Our coverage includes pre-IPO notes before the deal is launched, follow-up analysis once the deal is live and post-listing trading analysis as well.

Equity Bottom-Up

<ul>
<li>Many automakers said they suspended their productions due to the lockdown of Shanghai.</li>
<li>A vice minister of Industry and Information Technology announced that 666 companies will resume production in Shanghai.</li>
<li>We believe it is hard to resume the automobile soon because of the complication of a vehicle and the traffic jams around Shanghai.</li>
</ul>


Many automakers said they suspended their productions due to the lockdown of Shanghai.
A vice minister of Industry and Information Technology announced that 666 companies will resume production in Shanghai.
We believe it is hard to resume the automobile soon because of the complication of a vehicle and the traffic jams around Shanghai.


Tesla (TSLA): Shanghai’s Lockdown Killing Whole Chinese Automobile Supply Chain

Founder & CEO Bond Angle, LLC, Bond Angle, LLC

Vicki Bryan

Founder & CEO Bond Angle, LLC

Bond Angle, LLC

Insightful commentary and analysis on bond markets and market movers, including financial, economic, and industry catalysts and management shenanigans. 

High yield market investment research

Credit

<ul>
<li>
Tesla CEO Elon Musk bid $43 billion to buy Twitter and take it private. </li>
<li>Better odds: Elon was bored. Pulled the stunt to irritate the SEC.</li>
<li>Musk gets attention. Collects cash! Bolts before paying the check...on 4/20
</li>
</ul>



Tesla CEO Elon Musk bid $43 billion to buy Twitter and take it private. 
Better odds: Elon was bored. Pulled the stunt to irritate the SEC.
Musk gets attention. Collects cash! Bolts before paying the check...on 4/20



Research on Tech Companies

Evelyn Zhang

Thematic (Sector/Industry)

<ul>
<li>Shanghai and Jilin became the epicenter of a new wave,  supply chain of raw materials affected due to logistical strains caused by lockdown controls</li>
<li>Semiconductors and consumer electronics in short terms are controllable, thanks to the sufficient inventory but will see slowing down if lock down in Shanghai continues .</li>
<li>Automotive manufacturing and  delivery, especially electrical vehicle will be hit hard as raw material delivery tightens</li>
</ul>


Shanghai and Jilin became the epicenter of a new wave,  supply chain of raw materials affected due to logistical strains caused by lockdown controls
Semiconductors and consumer electronics in short terms are controllable, thanks to the sufficient inventory but will see slowing down if lock down in Shanghai continues .
Automotive manufacturing and  delivery, especially electrical vehicle will be hit hard as raw material delivery tightens


China Pandemic Round 2: Shanghai in Stasis

Articles from Caixin Global, Caixin Global

Caixin Global

Articles from Caixin Global

Caixin is a media group dedicated to providing financial and business news through periodicals, online content, mobile apps, conferences, books and TV/video programs. Caixin aims to blaze a trail that helps traditional media prosper in the new media age through integrated multimedia platforms.

News from Caixin

<ul><li>Nickel has captured much of the limelight among battery metals in recent weeks, and understandably so</li><li>Even so, it’s another metal that’s been causing concern in the world’s largest electric vehicle market. </li><li>China’s government last month hauled in a whole range of market players for two days of talks focused on halting a breakneck run-up in lithium, the metal that’s vital for almost all rechargeable batteries and critical to the roll-out of emissions-free cars and clean energy</li></ul>

Nickel has captured much of the limelight among battery metals in recent weeks, and understandably soEven so, it’s another metal that’s been causing concern in the world’s largest electric vehicle market. China’s government last month hauled in a whole range of market players for two days of talks focused on halting a breakneck run-up in lithium, the metal that’s vital for almost all rechargeable batteries and critical to the roll-out of emissions-free cars and clean energy

The Battery Metal Really Worrying China Is Lithium, Not Nickel

<ul>
<li>
Tesla Shanghai is still down nearly two weeks so far on stringent health orders to address surging Covid cases across China.</li>
<li>This threatens Tesla's second quarter results just after it likely missed market expectations for record first quarter results.</li>
<li>And still not a peep out of Tesla CEO Elon Musk, who rarely misses a chance to complainabout government oversight—at least in the US.</li>
</ul>



Tesla Shanghai is still down nearly two weeks so far on stringent health orders to address surging Covid cases across China.
This threatens Tesla's second quarter results just after it likely missed market expectations for record first quarter results.
And still not a peep out of Tesla CEO Elon Musk, who rarely misses a chance to complainabout government oversight—at least in the US.


Tesla Shanghai Still Down; Elon Still Quiet

United States

Tesla Inc. operates as a multinational automotive and clean energy company. The Company designs and manufactures electric vehicles, battery energy storage from home to grid-scale, solar panels and solar roof tiles, and related products and services. Tesla owns its sales and service network and sells electric power train components to other automobile manufacturers.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Tesla (TSLA US)

Tesla (TSLA): Shanghai’s Lockdown Killing Whole Chinese Automobile Supply Chain

Many automakers suspended their production due to the lockdown in Shanghai. Authorities will prepare a white list for production resumption....

Ming Lu

Elon Buying Twitter? Probably Not

Elon Musk bid $43 billion to buy Twitter & take it private cuz...free speech. Or: Elon was bored. Pulled stunt to irritate SEC. Gets attention....

Vicki Bryan

China Pandemic Round 2: Shanghai in Stasis

As Shanghai, Jilin and Guangzhou enter into lockdown, China is facing a major economic challenge, some industries are hit harder than others

Evelyn Zhang

The Battery Metal Really Worrying China Is Lithium, Not Nickel

Nickel has captured much of the limelight among battery metals in recent weeks, and understandably so. Even so, it’s another metal that’s been...

Caixin Global

Tesla Shanghai Still Down; Elon Still Quiet

The forced shutdown at Tesla Shanghai continues indefinitely as Covid cases surge alarmingly across China. And normally bombastic CEO Elon Musk has...

Vicki Bryan

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)