Primer: Baoshan Iron & Steel Co A (600019 CH) - Sep 2025
Market Leader Facing Headwinds: Baoshan Iron & Steel (Baosteel) is the listed flagship of the world's largest steel producer, China Baowu...
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Fenix Resources (FEX AU): Exciting Value-Adding Catalyst Can Triple Production Again
We summarize the "game-changing" developments/concall gleanings in Fenix Resources (FEX AU), which have seen its reserves increase by 9x and the...
603 Views
Caution Warranted; ACWI-US At $93 Resistance; Buys in Communications, Staples, Materials, Financials
With the MSCI $ACWI approaching the top-end of our expected 2023 trading range at $93, we see limited upside from here and believe caution is...
641 Views
Northbound Flows (Jan 5th): Chongqing Changan Automobile, CATL, Moutai
We analyzed northbound Shanghai/Shenzhen connect flows in the past week and highlight flows for Chongqing Changan Automobile, CATL, Moutai.
499 Views
Northbound Flows (Nov 17th): Luxshare Precision, Mindray, Ping An Insurance
We analyzed northbound Shanghai/Shenzhen connect flows in the past week and highlight flows for Luxshare Precision, Mindray, Ping An Insurance.
589 Views