BYD (1211 HK): Is Buffett Bailing?
BYD is expensive, even after this morning's decline. The recent price run-up appears to hit Buffet's exit level. I'd look to sell here and on any...
873 Views
Tianqi Lithium A/H Trading - A-Shares Have Done Relatively Well, H-Shares Should Follow
Tianqi Lithium (TL) raised around US$2bn via its H-shares listing. In this note, we talk about the updates since our last notes, along with the...
566 Views
EVA Precision 838 HK: Play on EV Market Growth
Eva Precision Industrial Holdings (838 HK) is a supplier of office and automotive equipment (seat/battery frames and molds), trading at 8.1x PE...
680 Views
Tianqi Lithium A/H Listing - Large Deal but Its Been Priced to Go
Tianqi Lithium (TL) is looking to raise up to US$1.7bn via its H-shares listing. In this note, we talk about pricing and run the deal through our...
584 Views
Nio: Difficult to Refute Most of Grizzly’s Allegations
Nio was targeted by Grizzly and accused of using an unconsolidated related party to exaggerate revenue and profitability. We take a look some of...
880 Views