Wuxi Lead Intelligent Equipment A/H Listing - Market Leader but Has Been Facing Industry Headwinds
Wuxi Lead Intelligent Equipmen (300450 CH) Â aims to raise around US$400m in its H-share listing. In this note, we look at the company's past...
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Tariff Surge 2025: Winners, Losers, and the Real Impact on U.S. Steel and Aluminium
The U.S. Midwest aluminum premium spiked by 54% on Monday and 164% YTD to $0.58/lb on June 2, driven by new tariffs and typical early-month...
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Isuzu Motors Placement - Relatively Small Deal Along with Buyback
A group of shareholders aims to raise around US$380m via selling around 4% of Isuzu Motors (7202 JP). In this note, we talk about the deal dynamics.
463 Views
Renesas Electronics Block - Well Flagged, Clean up but Momentum Isn’t Great
Denso Corp (6902 JP) is looking to raise US$940m via selling its remaining stake in Renesas Electronics (6723 JP). This is a well-flagged deal.
438 Views
CATL A/H Listing - High Quality, Large Size Make It Unavoidable but Needs a Discount
Contemporary Amperex Technology (CATL) (300750 CH) , one of the world’s largest battery solutions providers, aims to raise around US$4bn in its H...
643 Views