Dongfeng (489 HK): Revisiting VOYAH's Spin-Off Valuation
There's been a lot of enthusiasm for HK spin-offs of late, such as Zijin Mining and MINISO. I'm not convinced Dongfeng Motor deserves similar...
827 Views
Chery Automobile Raises $1.2 Billion in Hong Kong’s Biggest Carmaker IPO of 2025
Chery Automobile Co. Ltd. made a strong debut on the Hong Kong Stock Exchange Thursday, raising HK$9.2 billion ($1.2 billion) in the city’s...
1k Views
Dongfeng (489 HK): On VOYAH's Updated Financials
There's been a lot of enthusiasm washing over HK spin-offs lately: Zijin Mining (2899 HK), MINISO (9896 HK), and now Dongfeng. I think Dongfeng is...
743 Views
Primer: Chongqing Changan Automobile C (000625 CH) - Sep 2025
Chongqing Changan is aggressively pivoting towards New Energy Vehicles (NEVs) through its 'Shangri-La' and 'Dubhe' intelligent technology plans,...
97 Views
Dongfeng (489 HK): Questioning The EV Listing Valuation
Tricky trade. I might've been overly bullish in my initial note. The gross spread (to my implied price) is perhaps ~11%. If not in, I'd be inclined...
814 Views