JL Mag Rare-Earth A/H Listing - High-End a No Go, Post Correction
JL Mag Rare-earth Co. Ltd (JLM) aims to raise up to US$650m via its H-shares listing. In this note, we will look at the valuation and other deal...
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JL Mag Rare-Earth A/H Listing - Ticks the Right EV and Clean Energy Boxes, Thoughts on Valuation
JL Mag Rare-earth Co. Ltd (JLM) aims to raise around US$300m via its H-shares listing. In this note, we look at the deal dynamics and provide our...
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Steel in China- No Government Capacity Shutdown
This is a big topic that I find myself addressing to investors each quarter for the past 10 years as a steel analyst from where I live in Beijing,...
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China Housing: Strong Recovery but Debt and Vulnerabilities Rise
In this post, Evidente draws on recent analysis undertaken by the RBA of developments in China's residential property markets. Thanks to a number...
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Silver Is the Latest Chinese Little Short
As we have noted numerous time before, the result of so much money and credit creation is that there is a lot more capital chasing fewer and fewer...
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