Samsung SDI (006400): Still a No
EU ending purchase subsidies for EVs is negative for Samsung SDI; management bullish but recent quarters show margin issue. Trading at 112x PER vs...
316 Views
Lens Technology H Share Listing (6613 HK): The Investment Case
Lens Technology has launched an H Share listing to raise US$600 million. The H Shares will be listed on 9 July. In this note, I discuss the...
644 Views
Zhejiang Sanhua Intelligent Controls A/H Trading - Strong Demand, Weakening Sentiment
Zhejiang Sanhua Intellignt Controls (002050 CH) (ZSIC), a manufacturer of refrigeration and air-conditioning control components, raised around...
512 Views
[Blue Lotus Daily]:1211 HK/ TSLA US/LI US/ 1810 HK /XPEV US/New Energy Vehicles
BYD issues super short-term commercial paper while NEV delivery rankings fluctuate among various companies. Lithium carbonate price drops to...
269 Views
Select Sector Indices and S&P Equal Weight Rebalance: US$12.7bn Round-Trip Trade Post Capping
There are no constituent changes for the S&P500 Index, but capping changes for the Select Sector indices and Equal Weight Index will result in a...
560 Views