Pre-IPO Changzhou Xingyu Automotive Lighting Systems (A/H Listing) - The Business and the Outlook
Automotive lighting industry is now in a period of product iteration/price competition; Xingyu face challenges in early stage of embodied...
103 Views
Primer: Changzhou Xingyu Automotive (601799 CH) - Aug 2026
Changzhou Xingyu is the largest automotive lighting manufacturer in China, holding a dominant 11.6% market share in 2025, and is well-positioned...
93 Views
Northbound Flows (3Q2026): CATL, EOPTOLINK TECHNOLOGY, NAURA TECHNOLOGY, WEICHAI POWER, ZIJIN MINING
We analyzed Northbound connect data for 3Q2026 and highlight flows for CATL, EOPTOLINK TECHNOLOGY, NAURA TECHNOLOGY, WEICHAI POWER, ZIJIN MINING,...
35 Views
MS-China Sep 2026 Index Rebalance: Pre-Implementation Update
MS-China enters implementation on 1 Sep with 33 ADDs and 32 DELETEs. We update post-announcement stock performance and discuss implementation trades.
99 Views
MS-China Sep 2026 Index Rebalance Forecast
We forecast 16 ADD candidates and 22 DELETE candidates for the MS-China August 2026 Quarterly Index Review, with the announcement expected after US...
133 Views