BYD (1211 HK/002594 CH) - Key Takeaways from AGM
Maintain BUY. We attended BYD’s annual general meeting (AGM) and management sharing session on 6 Jun 2025. We summarize some key takeaways as below.
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BYD (1211 HK): All NEV Stocks Plunged After Strong Industry Data – Opportunity Coming
NEV sales volume grew by 47% YoY in December 2023 and 36% in 2023. BYD’s sale volume grew higher than the industry average. All NEV stocks plunged,...
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2024 High Conviction - Giant Biogene - Growth Rate Keeps Moving Higher
Giant Biogene was listed in Hong Kong IPO in 2022. It has done well since and is now trading 45% above its IPO price, but its still cheap.
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GigaDevice A/H Listing - PHIP Updates and Thoughts on A/H Premium
GigaDevice Semiconductor (603986 CH) (GD), an IC design house, aims to raise around US$1bn in its H-share listing. In this note, we talk about the...
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HSI, HSCEI, HSTECH, HSIII Index Rebalance: US$8.1bn of Flows Post Capping (June 2025)
The June rebalance of the HSI, HSCEI, HSTECH and HSIII indices will use today's closing prices for capping. The round-trip trade across the four...
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