Primer: Zhejiang Huayou Cobalt (603799 CH) - Sep 2025
Zhejiang Huayou Cobalt is a global leader in the new energy lithium-ion battery materials sector, distinguished by its vertically integrated...
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CNGR Advanced Material (2579 HK): Opportunity Is Out There
CNGR Advanced Material's IPO price fixed at low end due to lukewarm response, but valuation seen as inexpensive compared to close peers in nickel,...
343 Views
CSI 100 Index Earning Revision (Aug): CAMBRICON, CHINA VANKE, ZIJIN MINING, TONGWEI
We analyzed CSI 100's consensus for Aug 2025 and highlighted changes of EPS in CAMBRICON TECHNOLOGIES (688256 CH), CHINA VANKE (000002 CH), ZIJIN...
438 Views
Northbound Flows (2Q2025): Catl, Moutai, Midea, Jiangsu Hengrui Medicine
We analyzed the Shanghai/Shenzhen Connect Scheme for June and highlighted flows for Catl, Moutai, Midea, Jiangsu Hengrui Medicine, Wuliangye.
313 Views
CX Daily: AI Video Is Becoming a Sector to Watch in China, but Don’t Get Out the Popcorn Yet
AI / In Depth: AI video is becoming a sector to watch in China, but don’t get out the popcorn yet Video generation tools powered by...
310 Views