CX Daily: Will a Barrier to the Yangtze River Save Poyang Lake?
Cover Story: Will a barrier to the Yangtze River save Poyang Lake? Unimpressive results reported for China's first Covid pill candidate
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Aequitas: Luxshare Precision Trading - Weak Demand, Discount Has Narrowed
Luxshare Precision Industry (2475 HK) (LP), a precision intelligent manufacturer, raised around US$3.5bn in its H-share listing. In this note, we...
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Consumption/ Electric Cars/ US-China/ Climate/ Hong Kong
In my weekly digest, I will give you selected summaries, sourced from a variety of local Chinese-language and international news outlets, and...
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Pre-IPO Chongqing Afari Technology (A/H Listing) - The Business Model and the Concerns Behind
Afari's unique triumvirate structure gives it an advantage in AI but facing challenges in competition and low margin. Valuation in HK may struggle...
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A-H Premium Weekly (Jul 3rd): China Longyuan, Psbc, Cicc, Yangtze Optical Fibre And-H, Midea
We analyzed A-H premium changes in the past week and highlight A-H premium changes for China Longyuan, Psbc, Cicc, Yangtze Optical Fibre And-H,...
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