Implications and Fallout from Absolute Corruption of the Political Elite
I recently had occasion to update my thinking on China, its massive waste generation in the last 10-15 years, and Chinese Communist Party members...
493 Views
Wuxi Lead A/H Listing: Charged Up for Growth, Valuation Seems Cheap Given Its Market Leader Profile
Wuxi Lead launches Hong Kong IPO to raise up to HK$4.3B. The valuation appears to be relatively cheaper considering its market leader position....
270 Views
Northbound Flows (4Q2025): CATL, CATL, Moutai, Moutai, Luxshare Precision, Luxshare Precision
We analyzed Northbound connect data for 4Q2025 and highlight flows for CATL, CATL, Moutai, Moutai, Luxshare Precision, Luxshare Precision, WEICHAI...
247 Views
Pre-IPO MegaRobo Technologies - The Business and the Concerns
MegaRobo has established a clear revenue structure and a sustainable business model, but will face competition from international giants/domestic...
926 Views
Primer: Shenzhen Inovance Technology Co., (300124 CH) - Sep 2025
Dominant Domestic Leader with Global Ambitions: Shenzhen Inovance Technology is the largest industrial automation company in China,...
141 Views