Articles from Caixin Global, Caixin Global

Caixin Global

Articles from Caixin Global

Caixin is a media group dedicated to providing financial and business news through periodicals, online content, mobile apps, conferences, books and TV/video programs. Caixin aims to blaze a trail that helps traditional media prosper in the new media age through integrated multimedia platforms.

News from Caixin

Cross Asset Strategy

<ul><li>Law / In Depth: Dumping Case Shows How Chemical-Makers Shield Themselves From Liability </li><li>Autos /: China’s Carmakers Shift Price War Tactics With Low Launch Prices</li><li>Insurance /: JD.com Obtains Hong Kong Insurance Brokerage License, Sources Say</li></ul>

Law / In Depth: Dumping Case Shows How Chemical-Makers Shield Themselves From Liability Autos /: China’s Carmakers Shift Price War Tactics With Low Launch PricesInsurance /: JD.com Obtains Hong Kong Insurance Brokerage License, Sources Say

CX Daily: Dumping Case Shows How Chemical-Makers Shield Themselves From Liability 

<ul><li>Lawsuit /In Depth: Why Singapore Sovereign Fund Sues Chinese EV-Maker Nio</li><li>Food safety /In Depth: Stinky Shrimp Sets Off Storm About School Lunches</li><li>PPI /Analysis: China Tries to Lift Factory Prices, but Demand Is Still Missing</li></ul>

Lawsuit /In Depth: Why Singapore Sovereign Fund Sues Chinese EV-Maker NioFood safety /In Depth: Stinky Shrimp Sets Off Storm About School LunchesPPI /Analysis: China Tries to Lift Factory Prices, but Demand Is Still Missing

CX Daily: Why Singapore Sovereign Fund Sues Chinese EV-Maker Nio 

Technical Analyst, Vermilion Research

Joe Jasper

Technical Analyst

Technical and Quantitative Research

Vermilion Research

Vermilion’s objective is to deliver timely, actionable, and unique technical research to professional investors through the application of our various technical indicators.

Our research strategists seek to highlight securities which we believe are at major inflection points, based on our various technical and quantitative indicators, and offer asymmetric risk/return profiles. Our unique research methodology, centered on relative strength, enables our strategists to deliver superior investment recommendations.

Our process begins by organizing the universe of actively traded stocks into discrete sectors, then into industry groups. We then apply our technical and quantitative tools to identify developing price trends. Once attractive trends are identified within a selected sector or group, we screen for individual stocks which we believe offer the best risk/reward profile. We provide a historical perspective that often reveals, through our long-term charts, how price patterns often repeat themselves over time.

Technical Analysis

<ul>
<li>We remain near-term bullish since our 4/22/25 Compass, and our intermediate-term outlook remains bullish as well (as of our 5/14/25 Compass), with Int’l Compass reports all echoing this sentiment.</li>
<li>Our bullish near-term outlook will remain in place as long as the 4+ month uptrend continues on ACWI-US. Remain aggressively long/continue to expect more upside into year-end and the early2026.</li>
<li>Europe's EURO STOXX 50 is breaking out from its 7-month base, above the crucial 5500 level, and RS is attempting to reverse its 5-month downtrend -- buy.</li>
</ul>


We remain near-term bullish since our 4/22/25 Compass, and our intermediate-term outlook remains bullish as well (as of our 5/14/25 Compass), with Int’l Compass reports all echoing this sentiment.
Our bullish near-term outlook will remain in place as long as the 4+ month uptrend continues on ACWI-US. Remain aggressively long/continue to expect more upside into year-end and the early2026.
Europe's EURO STOXX 50 is breaking out from its 7-month base, above the crucial 5500 level, and RS is attempting to reverse its 5-month downtrend -- buy.


Europe Breaking Out From 7-Month Base -- Buy; Remain Overweight Taiwan, China, Korea, and the U.S.

Research from Water Tower Research, Water Tower Research

Water Tower Research

Research from Water Tower Research

Water Tower Research is a leading equity research firm that provides research on micro, small and mid cap companies.

Water Tower Research was founded by Wall Street veterans after witnessing a fundamental shift in the investment research industry with the result being a declining knowledge base among investors, a lack of awareness and a shrinking pool of fundamental research being conducted on companies across the small-cap and micro-cap spectrum. The same issues are now increasingly occurring in the mid-cap space. This sea change within the investment community is impacting not only the companies themselves but also current shareholders and potential investors. With significantly less active sell-side sponsorship by Wall Street, a substantial information gap has developed between companies and various constituents in the financial community. The net result is fewer channels for insight and information to flow between companies and investors.

Equity Research Firm

Thematic (Sector/Industry)

<ul><li>Last week, the WTR Sustainable Index was up 3.2% W/W versus the S&amp;P 500 Index (up 0.3%), the Russell 2000 Index (up 3.3%), and the Nasdaq Index (down 0.9%).</li><li>Energy Technology (41% of the index) was up 3.8%, while Transportation Solutions (33% of the index) was up 3.7%, Climate Tech and Clean Tech (19% of the index) was up 1.0%, and Climate Tech Mining and Processing (7% of the index) was down 1.5%.</li><li>Top 10 Performers: GRNWF, NKLA, AKCCF, AVLNF, ADN, EVTV, NIO, DUTV, WAST, EFOI</li></ul>

Last week, the WTR Sustainable Index was up 3.2% W/W versus the S&amp;P 500 Index (up 0.3%), the Russell 2000 Index (up 3.3%), and the Nasdaq Index (down 0.9%).Energy Technology (41% of the index) was up 3.8%, while Transportation Solutions (33% of the index) was up 3.7%, Climate Tech and Clean Tech (19% of the index) was up 1.0%, and Climate Tech Mining and Processing (7% of the index) was down 1.5%.Top 10 Performers: GRNWF, NKLA, AKCCF, AVLNF, ADN, EVTV, NIO, DUTV, WAST, EFOI

Sustainable Investing Surveyor Focus on Westport Fuel - August 25, 2025

Head of Research, IPOs & Placements, Aequitas Research

Sumeet Singh

Head of Research, IPOs & Placements

IPOs and Placements coverage across Asia Pacific

Aequitas Research

We cover all listing across the Asia Pacific along with follow-up placements. As of Dec 2020, our team had covered 539 IPOs with a hit rate of 73.5% and 685 placements with a hit rate of 66.8%.

We combine fundamental bottom-up views with our proprietary quantitative framework to provide a holistic coverage across new listings and placements. Our coverage includes pre-IPO notes before the deal is launched, follow-up analysis once the deal is live and post-listing trading analysis as well.

Equity Capital Markets

Hunan Yuneng New Energy Battery Material / Equity Capital Markets

Hunan Yuneng New Energy Battery Material (301358 CH)

<ul>
<li>
<a href="https://www.smartkarma.com/entities/hunan-yuneng-new-energy-battery-material-co-ltd" target="_blank" data-smartkarma-citation="entities:40312:1" rel="noopener">Hunan Yuneng New Energy Battery Material (301358 CH)</a> (HYNEB), a new energy materials company, aims to raise around US$600m in its H-share listing.</li>
<li>HYNEB focuses on the research and development, manufacturing and sales of phosphate-based cathode materials, primarily lithium iron phosphate (LFP) cathode materials.</li>
<li>In this note, we look at its past performance and other deal dynamics that might impact the listing.</li>
</ul>



Hunan Yuneng New Energy Battery Material (301358 CH) (HYNEB), a new energy materials company, aims to raise around US$600m in its H-share listing.
HYNEB focuses on the research and development, manufacturing and sales of phosphate-based cathode materials, primarily lithium iron phosphate (LFP) cathode materials.
In this note, we look at its past performance and other deal dynamics that might impact the listing.


Aequitas: Hunan Yuneng New Energy Battery Material A/H - Dominant Position but Volatile Earnings

China

NIO Inc. manufactures and sells automobiles. The Company offers electric vehicles and parts, as well as provides battery charging services. NIO serves customers worldwide.

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NIO (NIO US)

CX Daily: Dumping Case Shows How Chemical-Makers Shield Themselves From Liability

Law / In Depth: Dumping Case Shows How Chemical-Makers Shield Themselves From Liability Autos /: China’s Carmakers Shift Price War Tactics With...

Caixin Global

CX Daily: Why Singapore Sovereign Fund Sues Chinese EV-Maker Nio

TOP STORIES Lawsuit / In Depth: Why Singapore Sovereign Fund Sues Chinese EV-Maker Nio Singaporean sovereign wealth fund GIC Pte. Ltd. is suing...

Caixin Global

Europe Breaking Out From 7-Month Base -- Buy; Remain Overweight Taiwan, China, Korea, and the U.S.

Europe EURO $STOXX 50 Breaking Out From 7-Month Base -- Buy; Remain Overweight Taiwan $EWT, China $MCHI, Korea $EWY, and the U.S. $SPX; Bullish...

Vermilion Research

Sustainable Investing Surveyor Focus on Westport Fuel - August 25, 2025

Last week, the WTR Sustainable Index was up 3.2% W/W versus the S&P 500 Index (up 0.3%), the Russell 2000 Index (up 3.3%), and the Nasdaq Index...

Water Tower Research

Aequitas: Hunan Yuneng New Energy Battery Material A/H - Dominant Position but Volatile Earnings

Hunan Yuneng New Energy Battery Material (301358 CH) (HYNEB), a new energy materials company, aims to raise around US$600m in its H-share listing....

Sumeet Singh

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