GEM Co. A+H Pre-IPO: Early Thought
GEM Co. is seeking to raise at least USD100m in an A+H listing. This note reviews the business, industry context, and early valuation reference...
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Commodity Prices Mixed in March on Escalating Trade Concerns; Recommend a Narrower Focus
Our Recommendation – Narrow Focus to Select Commodities: Commodity pricing, which had been in a bullish trend since 1Q16, is being challenged by...
337 Views
A-H Premium Weekly (May 8th): Datang Power, Eastroc, Montage Tech, China Life, Midea, Fuyao Glass
We analyzed A-H premium changes in the past week and highlight A-H premium changes for Datang Power, Eastroc, Montage Tech, China Life, Midea,...
174 Views
The Case for Growth in Minor Bulks From EVs (Initial Study & Workbook in Bulk Shipping)
Forecast numbers on EV (and autonomous EV/auto) ridership are all over the map. But it is also clear that EV growth and demand for raw materials...
513 Views
CSI 100 Index Earning Revision (Apr): TONGWEI, GIGADEVICE SEMICONDUCTOR, Moutai
We analyzed CSI 100's consensus for Apr 2026 and highlighted changes of EPS in TONGWEI (600438 CH), GIGADEVICE SEMICONDUCTOR (603986 CH), Moutai...
221 Views