CATL (3750 HK / 300750 CH): Stop Pricing It as a Battery Cyclical — Start Pricing the Grid
CATL's storage business is growing 2x faster and higher-margin than EV batteries, while RMB17bn in AI/grid stakes and a record buyback go unpriced....
204 Views
CATL (300750 CH / 3750 HK): The Market Priced the AI Programme at Zero. We Agree.
CATL's 3rd AI infrastructure deal in 5 months cost 0.9% of MCAP and consolidates nothing. The optionality is real and currently free at 18.6x. We...
112 Views
CX Daily: AI to Drive Expansion in Cyberattacks, Industry Execs Warn
AI to Drive Expansion in Cyberattacks, Industry Execs Warn AI is rapidly escalating cybersecurity threats by empowering autonomous...
91 Views
CATL (3750HK / 3000750 CH): Market Leader at a Discount - 2Q26 Review
CATL-H stock has dropped 20% due to market beta, but demand remains strong with high growth projections for EV and ESS shipments. CATL-A now...
166 Views
CATL (300750 CH / 3750 HK): H1-26 Above Consensus; Record Buyback Reverses the Dilution Trade
Revenue and net profit surge for company, beats consensus with strong Q2 performance. Record buyback and dividend announced, bullish outlook with...
128 Views