EMERGING THEMES: China's Next 5 Year Plan
China will roll out its 2026 - 2030 five-year plan this month, outlining the economic and social roadmap until the end of the decade.Historically...
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Aequitas:Zenergy Battery Technologies IPO Lockup-US$2.7bn Lockup Release but Stock Back to IPO Level
Jiangsu Zenergy Battery Technologies raised about US$130m from its HK IPO in April 2025. The lockup on its controlling shareholders, pre-IPO...
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EVs: THE NEW AI TOKEN FACTORIES
Guoxia Tech (2655 HK) has surged 53% over 2 days on high volume. The driver is a continuation of the AI-linked energy storage re-rating that began...
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The Heat Is On: News Flow and Sentiment in CHINA / HONG KONG (April 2026)
The Hong Kong market has bounced on the back of the "risk-on" trade in Asia following the Iran ceasefire. The energy sector has pulled back hard,...
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CHINA'S BATTERY SECTOR OUTLOOK: You're Either Positive or Negative!
CATL is considering an equity offering of up to $5B to accelerate its overseas capacity build-out and battery project deals, especially in energy...
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