WM Motor Reverse Merger and Placement - The US$2bn Merger and US$500m Planned Placement
On 11th Jan 2023, WM Motor Technology Co Ltd announced its intention to merge with Apollo Future Mobility (860 HK) . In this note, we talk about...
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Northbound Flows (Jan 13th): 1Y High Weekly Inflows
We analyzed northbound Shanghai/Shenzhen connect flows in the past week and highlight flows for CATL, Ping An Insurance, Moutai, Wuliangye, Longi...
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HK Short Interest Weekly: Tencent, Baba, CMB, Bidu, Meituan, HSBC, Differ, Li Auto
We analyzed the latest HK SFC report for aggregate short position as of Jan 6th and highlight short interest changes in Tencent, Baba, CMB, Bidu,...
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GEM Weekly (13 Jan 2023): China Inflation and Trade, South Korean Rates; Alibaba, Ant, BYD, Tencent
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
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China EV: Challenges from Tesla Price Cuts
We believe Tesla's aggressive price cuts indicate demand in China’s auto demand might be much weaker than expected until Covid impact is eased
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