Premier Energies IPO - RHP Updates & Quick Thoughts on Peer Comp and Valuation
Premier Energies Limited (0377949D IN) is looking to raise up to US$337m in its India IPO, after upsizing from an earlier reported float of US$300m.
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EU's Battery and Solar Investments, One Year After, Part II
Chinese companies have been absent in building capacity in EU, due to lack of upstream material supply. EU's own capacity building is cautious and...
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Mainland Connect NORTHBOUND Flows (To 21 June 2024): BIG Consumer Name Selling Again
NORTHBOUND Mainland Connect flows were again starkly negative this week on low gross volumes. Foreigners are selling consumer names - Kweichow and...
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Mainland Connect NORTHBOUND Flows (To 14 June 2024): Large Tech Buying, Large Consumer Selling
Mainland Connect NORTHBOUND flows this past 4-day week were heavily to the sell side. Consumer Staples/Discretionary were HUGE net sells. Tech was...
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Northbound Flows (Jun 14th): CATL, Mindray, Luxshare Precision, Xinghuacun Fen Wine
We analyzed northbound Shanghai/Shenzhen connect flows in the past week and highlight flows for CATL, Mindray, Luxshare Precision, Xinghuacun Fen...
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