Northbound Flows (Aug 9th): Suzhou Dongshan Precision Manufacturing, Midea, CATL, Zhongji Innolight
We analyzed northbound Shanghai/Shenzhen connect flows in the past week and highlighted flows for Suzhou Dongshan Precision Manufacturing, Midea,...
386 Views
Contemporary Amperex Technology (300750 CH): Cheap Valuations on Negative Sentiments
CATL's 2Q24 results were good and the outlook is equally encouraging. But share price drift downwards due to negative sentiment. Fundamentals...
292 Views
Northbound Flows (Aug 2nd): Wanhua Chemical, Moutai, CATL, Fuyao Glass Industry, Haier Smart Home
We analyzed northbound Shanghai/Shenzhen connect flows in the past week and highlighted flows for Wanhua Chemical, Moutai, CATL, Fuyao Glass...
343 Views
Mainland Connect NORTHBOUND Flows (To 2 Aug 2024): Small Net Positive Week But...
A strange week. HUGE NORTHBOUND net buying on Wednesday but net selling every other day makes for a slight net buy on the week. Little stands out....
453 Views
China’s Lithium Mountain Grows as Oversupply Drags Down Prices Further
China’s lithium supply glut is worsening, with output expected to expand by 41% this year, fueling a steeper downward trend in prices for this...
462 Views