Mat-Chem Notes for the Week Ended July 3, 2022
KEY HIGHLIGHTS WTR-CMI last week. After a dead cat bounce the previous week, last week saw the market resume its sell-off, with the S&P...
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Tianqi Lithium H Share Listing: Valuation Insights
Tianqi's AH discount range is reasonable. The H Share valuation is attractive in comparison to median peers' multiples. Participate in the H Share...
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Tianqi Lithium H Share Listing: AH Discount Views
Tianqi aims to launch a US$1.5-2bn H Share listing on Thursday. In this note, we examine the likely discount that Tianqi will offer its H Shares in...
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Tianqi Lithium H Share Listing: Riding the Wave
Tianqi is pre-marketing an H Share listing to raise US$1.0-1.5 bn. The fundamentals are strong as it is well-placed to leverage the high lithium...
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Bear Market Rally With Potential for More; Buy Ideas in Shipping, Land Drilling, Refining, Chemicals
With the $SPX reversing topside the 1-month downtrend (at 4030), the bear market rally is underway with the potential for more. Resistance levels:...
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