Primer: Gem Co Ltd A (002340 CH) - Aug 2026
GEM is a global leader in the circular economy, focusing on recycling critical metals and producing new energy materials, particularly for the...
88 Views
Pre-IPO Gem Co Ltd (A/H Listing) - The Strengths Are Obvious, but Challenges Are Inevitable
​GEM's closed-loop model and cost optimization give it a competitive edge, but potential demand slowdowns could impact growth targets. There could...
92 Views
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...
143 Views
In Depth: Chinese Companies’ Quest for Indonesian Nickel Grows Perilous
Morowali, an Indonesian county with fewer than 200,000 residents, has attracted billions of dollars in investment from Chinese companies.
358 Views
EM Remains Global Leadership -- Remain Overweight
Price and RS uptrends for the MSCI EM index continues to underpin our bullish outlook for emerging market equities -- remain overweight.
352 Views