CATL IPO - Riding on Global and China EV Battery Demand
A leading EV battery vendor in China: CATL aims to be listed at Shenzhen Stock Exchange as A-share listing middle next year. The company will...
766 Views
StubWorld - Set-Up/​​Unwind Extremes: Rusal, PCCW, Kingboard
This week I briefly look at recent (& ongoing) bifurcations in United Co Rusal Plc (486 HK); PCCW Ltd (8 HK); Kingboard Chemical Holdings (148...
352 Views
Zinc Prospects and Share Price Fall Make Dowa a Buy Again
In our last note on Dowa Holdings on 17 Feb we turned cautious due to the rapid run up in the price since our first buy recommendation (+35% in 5...
1.6k Views
Noble Group Finally Makes the Suspected Impairment Charges
In a move that we think has long been suspected, Noble Group is making significant impairment charges on its assets of around USD 1.2 billion, in...
351 Views
Credit Ratings Downgrades Largely Anticipated; No Change In Our View
A meeting with Noble Group management indicates limited fundamental impact from the recent Moody's and Standard & Poor's credit ratings...
343 Views