A-H Premium Weekly (Sep 12th): China Longyuan Power, Fudan Microelectronics, Zijin Mining
We analyzed A-H premium changes in the past week and highlight A-H premium changes for China Longyuan Power, Fudan Microelectronics, Zijin Mining,...
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Chery Auto Pre-IPO - Thoughts on Valuation
Chery Automobile is looking to raise about US$1.5bn in its upcoming Hong Kong IPO. In this note, we talk about valuations.
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NIO HK/ADS Placement - Slightly Better Placed, but Slightly Bigger Deal at US$1bn
NIO (NIO US) is looking to raise around US$1bn via a primary placement in Hong Kong and US. In this note, we talk about the deal dynamics.
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Lithium Oversupply Persists: CATL (300750 CH / 3750 HK) Cushioned, Albemarle (ALB US) Under Pressure
Nikkei Asia reports CATL’s Jianxiawo mine will restart sooner than expected, pushing lithium carbonate futures down 5.7% to ~70,100 yuan/ton (–22%...
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Chery Auto Pre-IPO - Peer Comparison
Chery Automobile is looking to raise about US$1.5bn in its upcoming Hong Kong IPO. We have looked at the company’s past performance in our previous...
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