HK Connect Flows Weekly (Jul 24th): Tencent, Knowledge Atlas, Kingboard Laminates, Ntes, Meituan
We analyzed southbound Hong Kong connect flows in the past week and highlighted flows for Tencent (700 HK), Knowledge Atlas (2513 HK), Kingboard...
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Chinese EV-Makers’ Deliveries Plunge as Lockdowns Hit Dealers, Plants
Multiple Chinese electric-vehicle (EV) makers posted shrinking monthly deliveries in April as the country’s severe Covid outbreaks disrupted sales...
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The Battery Metal Really Worrying China Is Lithium, Not Nickel
Nickel has captured much of the limelight among battery metals in recent weeks, and understandably so. Even so, it’s another metal that’s been...
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China’s Tech, Media and Telecom Companies Flock to Domestic Markets
Chinese technology, media and telecommunications companies increasingly turned to raising capital on domestic stock markets in the second half of...
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Chin Auto: Downward Risk from Lockdown
Short supply of LFP battery would not slow down the growth of EV sales. Only certain models might be affected short term.
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