BYD (1211 HK) 2024 Result Preview: Expanding in Domestic Market and 19% Upside Left
BYD will release its 2025 annual results on March 24. The stock price has risen by 38% since our last buy rating on January 6. But we believe there...
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CX Daily: China’s EV Sector Enters New Frontier With Solid-State Batteries
TOP STORIES Batteries / In Depth: China’s EV sector enters new frontier with solid-state batteries Chinese battery and vehicle manufacturers are...
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[Blue Lotus China New Consumer Weekly, 10/52] Smart Trump or Dumb Trump? Part II
China's market shrugged off Two Sessions as the balance of events with US the main driver. EV sector opened 2025 with a bang while MINISO...
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HK Connect SOUTHBOUND Flows (To 7 Mar 2025); Big Volumes, Big Net; Tech, Banks, and Telecoms
HK Connect SOUTHBOUND investors bought another HK$35bn on a net basis while trading high gross volumes again. Tech led, but banks were among the...
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Looking to Dodge U.S. Tariffs, Chinese Manufacturers Set Up Shop in Southeast Asia
A growing number of Chinese manufacturers have set up factories in Southeast Asia, hoping to use the region to bypass U. S. import controls as the...
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