In today’s briefing:
- FXI Rebalance: Three Buys. Three Sells
- Northvolt CEO: Batteries, sustainability, Elon Musk and speed
FXI Rebalance: Three Buys. Three Sells
- Yankuang Energy, CGN Power and China Coal Energy are buys, China Resources Beer, China Vanke and Wuxi Biologics are sells for the iShares China Large-Cap (FXI) (FXI US) in March.
- Shorts have been spiking in China Vanke (2202 HK) while there has been covering in Yankuang Energy (1171 HK), China Resources Beer Holdings (291 HK) and Wuxi Biologics (2269 HK).
- There has been an increase in cumulative excess volume on all the adds and deletes over the last few months. There could be more over the next week.
Northvolt CEO: Batteries, sustainability, Elon Musk and speed
- Building circular setups with latest technology to drive battery revolution sustainably
- Goal to be fully circular company with 50% recycled material in ten years
- Facing challenges from Chinese competition in terms of scale and strategic positioning, focusing on customization and customer intimacy as key differentiators for success
This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.
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