Tianqi Lithium A/H Listing - PHIP Updates and a Closer Look at Valuations
Tianqi Lithium (TL) is looking to raise up to US$1.5bn via its H-shares listing. In this note, we look at A/H valuations.
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Tianqi Lithium A/H Listing - Back once Again, This Time with a More Compelling Industry Backdrop
Tianqi Lithium (TL) is looking to raise up to US$1.5bn via its H-shares listing. In this note, we look at the company's past performance and talk...
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Northbound Flows: Sungrow Power, Hengrui, Ganfeng, Cosco Shipping
We highlight HK Connect northbound inflows into Sungrow Power and outflows from Jiangsu Hengrui, Ganfeng Lithium, and Cosco Shipping this week.
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The Battery Metal Really Worrying China Is Lithium, Not Nickel
Nickel has captured much of the limelight among battery metals in recent weeks, and understandably so. Even so, it’s another metal that’s been...
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Northbound Flows: CATL, Moutai, Yunnan Energy New Material, Aier Eye
We highlight weekly southbound inflows into the A-share market into CATL, Moutai, Yunnan Energy New Material, and outflows from Aier Eye.
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