Brakes-It: Automotive Coverage Worst-Case Scenario Implications
Autos have substantial exposure in no-deal Brexit, but valuations for select stocks look attractive.While we lack the credentials to forecast the...
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Aequitas: Seres Group A/H Lockup Expiry - US$500m Lockup Release, but All Are Underwater
Seres Group (9927 HK), a Chinese NEV manufacturer, raised around US$2.1bn in its H-share listing. The lockup on its cornerstone investors is set to...
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Aequitas: CATL H-Share Placement- Will Be Very Well Flagged US$5bn Deal but Last Deal Didn’t Do Well
Contemporary Amperex Technology (CATL) (3750 HK) (CATL) is now looking to raise US$5bn via issuing new shares. In this note, we talk about the deal...
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Aequitas: CATL H-Share Placement - Has Seen Nearly US$5bn Worth of Wrong Deals
Sinopec is looking to raise around US$780m via selling most of its stake in Contemporary Amperex Technology (CATL) (3750 HK)’s H-shares. In this...
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Geopolitics, Trump, & Thailand
All Hail Caesar (Trump)! I still remember the time when Obama was elected President. Everyone was celebrating. Japan mentioned they had one city...
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