Xinyi Solar, BYD, and Bank of China
The main drivers for Hong Kong stock rallies are short covering, buybacks, and China government real estate support measures announcements.
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CALB Pre-IPO - Thoughts on Valuation
CALB aims to raise around US$1.5bn in its Hong Kong IPO. In this note, we talk about our earnings forecast and valuations estimates.
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EVA Precision: Poor Mans Tesla/ EV Play/ Onwards and Upwards from H1 2022
Eva Precision Industrial Holdings (838 HK) is a beneficiary of EV penetration globally and in China, trading at 9.4x /5.6x FY22/23e and 3.2%/5.3%...
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CALB Pre-IPO - Peer Comparison - Top Growth, Bottom Margins, Fastest Expansion Plans
CALB aims to raise around US$1.5bn in its Hong Kong IPO. In this note, we undertake a peer comparison and look at the company's expansion plans.
382 Views
CX Daily: Ant Group Rebuilds for Regulators, but at What Cost?
Ant Group / In Depth: Ant Group rebuilds for regulators, but at what cost? Foreign affairs / Xi to make first foreign trip since pandemic began.
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