[Blue Lotus New Energy Sector Update]: Rocky but Firm: China New Energy’s Venture Overseas
​Chinese renewable energy firms are expanding overseas, with a focus on building capacities near US/Europe, leading to job losses at home and...
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Ola Electric IPO - Thoughts on Valuation
Ola Electric is now looking to raise about US$730m in its India IPO. We have looked at the company's past performance in our earlier notes. In this...
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Ola Electric IPO - RHP Updates - Growing Faster than Expected, Driven by GoI Policy
Ola Electric is now looking to raise about US$730m in its upcoming India IPO. In this note, we look at the updates from its most recent filings.
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Ola Electric Pre-IPO - Initial Thoughts on Valuation
Ola Electric has launched its IPO at a much more digestible valuation than what it was aiming for earlier. At the current valuations, it would be...
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Mainland Connect NORTHBOUND Flows (To 19 July 2024): A Big Broad Sell in Third Plenum Week
NORTHBOUND saw selling again, making the strong buying blip two weeks ago just that. Selling across the heavyweights as A-shares underperformed HK....
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