Primer: Guangzhou Great Power Ener-A (300438 CH) - Aug 2026
Guangzhou Great Power is strategically positioned to capitalize on the booming global demand for energy storage solutions, driven by the growth...
90 Views
Buys Focused in China, Taiwan, and Korea; Bullish Outlook Intact
Buys Focused in China, Taiwan, and Korea; Bullish Outlook Intact. Actionable Themes: Communications, Manufacturing (Robotics and Batteries),...
630 Views
Sunwoda (欣旺达) A+H Pre-IPO: Early Thoughts
Sunwoda is seeking an A+H listing. In this note, we look at the company's business, its industry context and provide our early thought on valuation.
143 Views
CSI A500 Index Rebalance Preview: Many Changes Expected; US$1bn Trade
We identify 18 potential changes for the CSI A500 Index. The index was launched in Sep 24 and has taken in a lot of AUM very quickly. The flows to...
1.1k Views
Quiddity ChiNext/ChiNext 50 Jun 24 Rebalance: ~US$700mn One-Way Flows; Thoughts on Surprises
ChiNext and ChiNext 50 "double" DEL Guangzhou Great Power Energy could underperform peers CATL and Gotion High-tec until the Inclusion event.
575 Views