HarmoniQ Insights

William Mann

Independent Insight Provider

At HarmoniQ Insights, we empower investors to enhance their investment strategies by integrating cutting-edge quantitative research processes and technologies. Our solutions provide access to leading quantitative data providers and services, tailored to align with each client’s unique goals. By bridging the gap between traditional investment approaches and advanced data-driven methods, we help clients gain a competitive edge through innovation in both process and technology.

Cross Asset Strategy

<ul><li>Lauren is a bilingual expert in traditional investments and Bitcoin</li><li>Institutions are moving into Bitcoin and exploring UTXO management</li><li>Markets are experiencing unprecedented moves, with Bitcoin and gold leading the way</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.</em></p>

Lauren is a bilingual expert in traditional investments and BitcoinInstitutions are moving into Bitcoin and exploring UTXO managementMarkets are experiencing unprecedented moves, with Bitcoin and gold leading the wayThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Institutions Are Coming for Bitcoin — UTXO’s Loren Asmus Explains How

APAC IPOs & Placements, Aequitas Research

Nicholas Tan

APAC 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

CNGR Advanced Material   / Equity Capital Markets

<ul>
<li>
<a href="https://www.smartkarma.com/entities/cngr-advanced-material-co-ltd" target="_blank" data-smartkarma-citation="entities:33189:1" rel="noopener">CNGR Advanced Material (300919 CH)</a> , a Chinese battery-component producer, aims to raise around US$500m in its H-share listing.</li>
<li>CNGR is a Chinese battery-component producer, and labels itself as a new energy materials company.</li>
<li>In this note, we look at its past performance and other deal dynamics that might impact the listing.</li>
</ul>



CNGR Advanced Material (300919 CH) , a Chinese battery-component producer, aims to raise around US$500m in its H-share listing.
CNGR is a Chinese battery-component producer, and labels itself as a new energy materials company.
In this note, we look at its past performance and other deal dynamics that might impact the listing.


CNGR A/H Listing: Supplier for Tesla Looking to Expand Production

Head of Research, IPOs & Placements, Aequitas Research

Sumeet Singh

Head of Research, IPOs & Placements

<ul>
<li>
<a href="https://www.smartkarma.com/entities/eve-energy-co-ltd" target="_blank" data-smartkarma-citation="entities:14769:1" rel="noopener">EVE Energy (300014 CH)</a> (EVE), a lithium battery provider, aims to raise around US$1bn in its H-share listing.</li>
<li>EVE produces lithium batteries which cater to consumer battery, power battery and ESS battery sectors.</li>
<li>In this note, we look at its past performance and other deal dynamics that might impact the listing.</li>
</ul>



EVE Energy (300014 CH) (EVE), a lithium battery provider, aims to raise around US$1bn in its H-share listing.
EVE produces lithium batteries which cater to consumer battery, power battery and ESS battery sectors.
In this note, we look at its past performance and other deal dynamics that might impact the listing.


Eve Energy A/H Listing - One of the Leaders but Growth Has Been Slowing

Founder, CEO, GSBR Research

Garvit Bhandari

Founder, CEO

Leading Provider of Equity and Investment Research

GSBR Research

We are an independent equity research provider focused on covering global markets. The aim of the research is to provide an unbiased view of the fundamentals of the company.

Thematic (Sector/Industry)

<ul>
<li>The U.S. EV charging infrastructure continues to grow slowly. Compared to this, China is progressing rapidly.</li>
<li>China had 4.096 million public charging stations at the end of June 2025. Compared to this, U.S. had 77,160 public EV charging stations at the end of July 2025.</li>
<li>Overall, the current EV charging infrastructure in the US remains inadequate and needs to grow rapidly to meet future demand.</li>
</ul>


The U.S. EV charging infrastructure continues to grow slowly. Compared to this, China is progressing rapidly.
China had 4.096 million public charging stations at the end of June 2025. Compared to this, U.S. had 77,160 public EV charging stations at the end of July 2025.
Overall, the current EV charging infrastructure in the US remains inadequate and needs to grow rapidly to meet future demand.


US EV Charging Infrastructure Tracker - July 2025

Asset Allocation & Fund Positioning, Copley Fund Research

Steven Holden

Asset Allocation & Fund Positioning

Copley Fund Research

Copley Fund Research provide research and data on asset allocation among Global and Emerging Market equity funds.  The analysis details absolute and relative positioning across countries, sectors and industries together with highly granular data on single stock and single fund allocations.  The data is updated monthly with time series going back to January 2011.

Global Research - Analysis of 165 prominent Global equity funds, combined AUM $335bn
GEM Research - Analysis of 127 prominent global EM equity funds, combined AUM $250bn

Asset Allocation - Global and GEM Equity

Equity Bottom-Up

<ul>
<li>Magnificent 7 positioning remains elevated across global funds, but momentum has clearly stalled, with recent activity pointing to consolidation rather than renewed conviction buying. </li>
<li>Growth and GARP funds are near fully allocated, while Value and Yield managers remain structurally underweight— potentially limiting the potential for broad-based participation from here. </li>
<li>Microsoft leads with cross-style appeal; Tesla lags with minimal support. Apple is the conviction underweight, while NVIDIA’s benchmark surge has left it at a record active underweight.</li>
</ul>


Magnificent 7 positioning remains elevated across global funds, but momentum has clearly stalled, with recent activity pointing to consolidation rather than renewed conviction buying. 
Growth and GARP funds are near fully allocated, while Value and Yield managers remain structurally underweight— potentially limiting the potential for broad-based participation from here. 
Microsoft leads with cross-style appeal; Tesla lags with minimal support. Apple is the conviction underweight, while NVIDIA’s benchmark surge has left it at a record active underweight.


Magnificent 7:  Global Fund Positioning Update

United States

Tesla Inc. operates as a multinational automotive and clean energy company. The Company designs and manufactures electric vehicles, battery energy storage from home to grid-scale, solar panels and solar roof tiles, and related products and services. Tesla owns its sales and service network and sells electric power train components to other automobile manufacturers.

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Tesla (TSLA US)

Institutions Are Coming for Bitcoin — UTXO’s Loren Asmus Explains How

Lauren, a bilingual investor, will discuss the move of institutions towards bitcoin, the playbook for bringing traditional finance capital into the...

William Mann

CNGR A/H Listing: Supplier for Tesla Looking to Expand Production

CNGR, a Chinese battery-component producer, aims to raise around US$500m in its H-share listing. In this note, we look at its past performance and...

Nicholas Tan

Eve Energy A/H Listing - One of the Leaders but Growth Has Been Slowing

EVE Energy (300014 CH) (EVE), a lithium battery provider, aims to raise around US$1bn in its H-share listing. In this note, we look at the...

Sumeet Singh

US EV Charging Infrastructure Tracker - July 2025

China's EV charging infrastructure far surpasses the US, highlighting the need for rapid growth in the United States to meet future demand.

GSBR Research

Magnificent 7: Global Fund Positioning Update

Positioning in the Magnificent 7 remains near record highs, but momentum is fading as growth funds top out and value remains sidelined.

Steven Holden

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Institutions Are Coming for Bitcoin — UTXO’s Loren Asmus Explains How

Lauren, a bilingual investor, will discuss the move of institutions towards bitcoin, the playbook for bringing traditional finance capital into the...

William Mann

CNGR A/H Listing: Supplier for Tesla Looking to Expand Production

CNGR, a Chinese battery-component producer, aims to raise around US$500m in its H-share listing. In this note, we look at its past performance and...

Nicholas Tan

Eve Energy A/H Listing - One of the Leaders but Growth Has Been Slowing

EVE Energy (300014 CH) (EVE), a lithium battery provider, aims to raise around US$1bn in its H-share listing. In this note, we look at the...

Sumeet Singh

US EV Charging Infrastructure Tracker - July 2025

​China's EV charging infrastructure far surpasses the US, highlighting the need for rapid growth in the United States to meet future demand.

GSBR Research

Magnificent 7: Global Fund Positioning Update

Positioning in the Magnificent 7 remains near record highs, but momentum is fading as growth funds top out and value remains sidelined.

Steven Holden

China's EV charging infrastructure far surpasses the US, highlighting the need for rapid growth in the United States to meet future demand.