China's EV Sector Policy Support Wean-Off and Its Implications
China's NEV sector is weaning off policy support while traditional automakers are becoming increasingly competitive. We discuss the latest NEV...
687 Views
Weibo Secondary Trading - Delivered a Good Correction but Got Caught in the Wider Rout
Weibo raised around US$440m in its secondary listing in Hong Kong. In this note, we look at the allocation results and talk about the trading...
373 Views
China Auto: Another Weak Month
China's overall auto retail sales remained week in November due to limit car storage in dealers (less supply), less promotions and interruptions...
310 Views
Liontown Placement - Large Deal but Appears to Be Well Flagged
Liontown Resource (LTR) is looking to raise around US$321m in its fully underwritten Australian placement. In this note, we will talk about the...
389 Views
Weibo Secondary Listing - Going Down the Autohome Route
Weibo plans to raise around US$470m in its secondary listing in Hong Kong. In this note, we will talk about the deal pricing and structure.
401 Views