CATL A/H Listing - Early Look - US$5bn Could Be Hong Kong’s Largest This Year
The company has now officially filed for a Hong Kong listing and is said to be looking to raise US$5-7bn. The lead banks on the deal are BofA,...
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TechChain Insights: Call with Himax, How New In-Car Displays Can Quadruple Chip Content Per Vehicle
We discussed in depth the company's latest insights in how larger interior displays in autos are driving higher dollar content of display...
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Primer: Mercedes-Benz Group (MBG GR) - May 2026
Mercedes-Benz is strategically pivoting to a 'luxury-first' model, prioritizing high-margin segments like Top-End Luxury (AMG, Maybach, G-Class)...
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Energy Transition: Oil Companies in Disguise
This report analyses 17 of the world’s largest automakers and identifies a systemic “Carbon Gap” between reported Scope 3 Category 11 emissions and...
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China: Slumping Domestic Economy Is Propped up by Exports Dumped Abroad
​China's exports drive 4.7%YoY RGDP growth in H1/2026 despite slumping domestic demand. Like steel a decade ago, dumped car exports are gaining...
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