ECM Weekly (18th Sep 2022) - CALB, Onewo, Leapmotor, WCP, Biogene, Socionext, Prop Guru, PayMate
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
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CX Daily: New Battle Lines Emerge in China’s Shifting NEV Market
NEVs / In Depth: New battle lines emerge in China’s shifting NEV market. Foreign affairs / Xi and Putin vow to have each other’s back.
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Xinyi Solar, BYD, and Bank of China
The main drivers for Hong Kong stock rallies are short covering, buybacks, and China government real estate support measures announcements.
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CALB Pre-IPO - Thoughts on Valuation
CALB aims to raise around US$1.5bn in its Hong Kong IPO. In this note, we talk about our earnings forecast and valuations estimates.
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EVA Precision: Poor Mans Tesla/ EV Play/ Onwards and Upwards from H1 2022
Eva Precision Industrial Holdings (838 HK) is a beneficiary of EV penetration globally and in China, trading at 9.4x /5.6x FY22/23e and 3.2%/5.3%...
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