HK Shorts - Bottom Forming for China Megabanks?
We analyse the latest SFC data released Friday evening on short position reporting in Hong Kong for the week ended 11 October.Total short notional...
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HK Shorts - The Many Faces of Consumer Discretionary Stocks
We analyse the latest SFC data released this evening on short position reporting in Hong Kong for the week ended 4 October.Total short notional in...
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BYD’s Game Plan: Plans to IPO Its Electronic Component Unit (ECU)
According to news from Bloomberg, BYD Co Ltd (002594 CH) is planning to put its ECU unit up for an IPO. The ECU produces power management devices,...
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Byd (1211.HK): Low Battery, Net Loss Expected in 2H2019
We estimate BYD's net profit turn negative in 2H2019, due to the significant reduced NEV subsidies, weaker-than-expected NEV demand in China...
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EV Batteries Monthly: Battery Makers Look Upstream While Panasonic/Toyota Target Hybrids
The highlights for August are as follows: Panasonic Corp (6752 JP) prefers to strengthen its bond with Toyota Motor (7203 JP) and capitalise on...
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