Tianqi Lithium A/H Trading - A-Shares Have Done Relatively Well, H-Shares Should Follow
Tianqi Lithium (TL) raised around US$2bn via its H-shares listing. In this note, we talk about the updates since our last notes, along with the...
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EVA Precision 838 HK: Play on EV Market Growth
Eva Precision Industrial Holdings (838 HK) is a supplier of office and automotive equipment (seat/battery frames and molds), trading at 8.1x PE...
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CX Daily: How SoftBank Wrestled Back Control of Arm China
In Depth: How SoftBank wrestled back control of Arm China. Analysis: China's 'zero-Covid' policy is here to stay despite relaxing of quarantine rules
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Tianqi Lithium A/H Listing - Large Deal but Its Been Priced to Go
Tianqi Lithium (TL) is looking to raise up to US$1.7bn via its H-shares listing. In this note, we talk about pricing and run the deal through our...
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Li Auto’s US$2 Billion ATM Offering
The offering appears to be timed to take advantage of the share price rally. The shares are at best fully valued at the last close. We prefer...
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