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

Cross Asset Strategy

<ul>
<li>
<p>Caixin Explains: Why U.S.-traded Chinese firms are choosing dual primary listings in Hong Kong</p>
</li>
<li>
<p>Update: Sichuan earthquake death toll rises to 66</p>
</li>
<li>
<p>Too much state investment has a downside, investors warn</p>
</li>
</ul>



Caixin Explains: Why U.S.-traded Chinese firms are choosing dual primary listings in Hong Kong


Update: Sichuan earthquake death toll rises to 66


Too much state investment has a downside, investors warn



CX Daily: Why U.S.-Traded Chinese Firms Are Choosing Dual Primary Listings in Hong Kong

India Equity Analyst - Fundamental & Thematic, Beat the Street

Sudarshan Bhandari

India Equity Analyst - Fundamental & Thematic

Beat the Street

Beat The Street was founded by Nimish Maheshwari and Sudarshan Bhandari, both of whom are Chartered Accountants by Profession, known for their expert analysis in the fields of Business, Sectoral analysis, and Corporate governance.

With a strong social media presence of 45,000+ Subscribers across various platforms, they are considered trusted voices in the industry. Their insights and analysis have been featured in some of India’s most prominent publications, including the Economic Times, Dalal Street Investment Journal, The Morning Context, and The Ken.

Their analysis on Bankrupt & Insolvent companies has been instrumental in saving investors from significant losses. They have a keen eye for identifying red flags and has identified exclusive redflags earlier in Vedanta, Nykaa, Dhani Services, Adani and many more.

Read Business Not Stock Prices

Equity Bottom-Up

<ul>
<li>NRB Bearings closed FY26 with consolidated PAT up 77% to Rs. 145.6 crore on revenue of Rs. 1,335 crore, and guided a fresh capacity and product cycle for FY27.</li>
<li>Brownfield expansion at Jalna and Chikalthana, an aerospace foothold via Mahant Toolroom, and a European JV mark NRB's shift from a pure auto-ancillary to a diversified friction-solutions player.</li>
<li>With capacity, certifications and customer programmes converging, FY27 is positioned as the year execution starts showing up in the numbers, worth tracking closely</li>
</ul>


NRB Bearings closed FY26 with consolidated PAT up 77% to Rs. 145.6 crore on revenue of Rs. 1,335 crore, and guided a fresh capacity and product cycle for FY27.
Brownfield expansion at Jalna and Chikalthana, an aerospace foothold via Mahant Toolroom, and a European JV mark NRB's shift from a pure auto-ancillary to a diversified friction-solutions player.
With capacity, certifications and customer programmes converging, FY27 is positioned as the year execution starts showing up in the numbers, worth tracking closely


NRB Bearing: Entering into High Barrier Electric Vehicle & Aerospace Business

Index Rebalance and Special Situations, Quiddity Advisors

Afridi Reyal

Index Rebalance and Special Situations

Quiddity Advisors

Pan-Asia Catalysts/Events

Index Rebalance

<ul>
<li>The ES50 Index is one of the most highly tracked European indices. The annual index review takes place in September, with index weights rebalanced every quarter.</li>
<li>The final rankings for the September 2026 review will be decided based on data as of the close of 31st August 2026.</li>
<li>We currently see two ADDs and two DELs for the September 2026 review, with the possibility of one more ADD/DEL pair.</li>
</ul>


The ES50 Index is one of the most highly tracked European indices. The annual index review takes place in September, with index weights rebalanced every quarter.
The final rankings for the September 2026 review will be decided based on data as of the close of 31st August 2026.
We currently see two ADDs and two DELs for the September 2026 review, with the possibility of one more ADD/DEL pair.


Quiddity Leaderboard ES50 Sep26: Annual Review Incoming; Two Changes So Far; US$3.8bn+ One-Way

Latest News from the World’s Leading Innovators

Granite Bay Capital

An innovation focussed investment company

Granite Bay Capital is an innovation focussed investment company with a deep focus on the companies at the leading edge of innovation across major themes such as AI, ubiquitous computing, sustainability, automation and longevity.

Thematic (Sector/Industry)

<h2>Headline Development</h2><p>Hertz (HTZZ) just made the largest EV purchase ever, acquiring 100k Teslas (TLSA) for a reported $4.2b - half of which will go to Uber (UBER) drivers.  On top of this, Hertz will also invest significantly in EV charging infrastructure across its global operations.</p>

Headline DevelopmentHertz (HTZZ) just made the largest EV purchase ever, acquiring 100k Teslas (TLSA) for a reported $4.2b - half of which will go to Uber (UBER) drivers.  On top of this, Hertz will also invest significantly in EV charging infrastructure across its global operations.

European Event-Driven Analyst

Jesus Rodriguez Aguilar

Event-Driven

<ul>
<li>Mid-July saw aggregate dispersion widen across Europe’s liquid dual-class universe. Median and mean became more negative as widening in Media-for-Europe and Grifols outweighed convergence across several structurally wide positive-premium pairs.</li>
<li>Convergence nevertheless remained broad beneath the headline statistics. Handelsbanken, Schindler, Henkel, Fuchs, Sixt and Carlsberg all tightened, reinforcing the episodic rather than linear character of ordinary/preference-share relative value.</li>
<li>BMW exits the universe following the conversion of all preferreds into ordinary shares and termination of preferred-share trading, marking the second major capital-structure resolution in consecutive months after Telecom Italia.</li>
</ul>


Mid-July saw aggregate dispersion widen across Europe’s liquid dual-class universe. Median and mean became more negative as widening in Media-for-Europe and Grifols outweighed convergence across several structurally wide positive-premium pairs.
Convergence nevertheless remained broad beneath the headline statistics. Handelsbanken, Schindler, Henkel, Fuchs, Sixt and Carlsberg all tightened, reinforcing the episodic rather than linear character of ordinary/preference-share relative value.
BMW exits the universe following the conversion of all preferreds into ordinary shares and termination of preferred-share trading, marking the second major capital-structure resolution in consecutive months after Telecom Italia.


Liquid Universe of European Ordinary and Preferred Shares: July '26 Report

Germany

Bayerische Motoren Werke Aktiengesellschaft (BMW) manufactures and sells cars and motorcycles. The Company offers convertible sports cars, sedans, and touring motorcycles with large displacement engines. BMW serves customers worldwide.

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Bayerische Motoren Werke (BMW) (BMW GR)

CX Daily: Why U.S.-Traded Chinese Firms Are Choosing Dual Primary Listings in Hong Kong

Caixin Explains: Why U.S.-traded Chinese firms are choosing dual primary listings in Hong Kong. Update: Sichuan earthquake death toll rises to 66

Caixin Global

NRB Bearing: Entering into High Barrier Electric Vehicle & Aerospace Business

NRB Bearings reports strong FY26 results, plans for capacity expansion and diversification in FY27 to become a diversified friction-solutions player.

Sudarshan Bhandari

Quiddity Leaderboard ES50 Sep26: Annual Review Incoming; Two Changes So Far; US$3.8bn+ One-Way

The two ADDs and two DELs are well-flagged — the real question is whether Societe Generale can squeeze past the sector threshold test, which would...

Afridi Reyal

Weekly Innovation Review (WIRE) #55

Hertz (HTZZ) just made the largest EV purchase ever, acquiring 100k Teslas (TLSA) for a reported $4.2b - half of which will go...

Granite Bay Capital

Liquid Universe of European Ordinary and Preferred Shares: July '26 Report

-July widened dispersion across Europe’s dual-class universe, yet selective convergence persisted beneath the surface. Structural anomalies...

Jesus Rodriguez Aguilar

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

CX Daily: Why U.S.-Traded Chinese Firms Are Choosing Dual Primary Listings in Hong Kong

Caixin Explains: Why U.S.-traded Chinese firms are choosing dual primary listings in Hong Kong. Update: Sichuan earthquake death toll rises to 66

Caixin Global

NRB Bearing: Entering into High Barrier Electric Vehicle & Aerospace Business

​NRB Bearings reports strong FY26 results, plans for capacity expansion and diversification in FY27 to become a diversified friction-solutions player.

Sudarshan Bhandari

Quiddity Leaderboard ES50 Sep26: Annual Review Incoming; Two Changes So Far; US$3.8bn+ One-Way

The two ADDs and two DELs are well-flagged — the real question is whether Societe Generale can squeeze past the sector threshold test, which would...

Afridi Reyal

Weekly Innovation Review (WIRE) #55

Hertz (HTZZ) just made the largest EV purchase ever, acquiring 100k Teslas (TLSA) for a reported $4.2b - half of which will go...

Granite Bay Capital

Liquid Universe of European Ordinary and Preferred Shares: July '26 Report

-July widened dispersion across Europe’s dual-class universe, yet selective convergence persisted beneath the surface. Structural anomalies...

Jesus Rodriguez Aguilar

NRB Bearings reports strong FY26 results, plans for capacity expansion and diversification in FY27 to become a diversified friction-solutions player.