Build-Your-Dream on Government's Life Support
Our deep dive into BYD Co Ltd (H) (1211 HK)'s electric vehicle business model last year led us to the conclusion that as soon as the governments’...
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Northbound Flows (Sep 8th): BYD, Longi Green
We analyzed the Shanghai/Shenzhen Connect Scheme for last week and highlight flows for BYD, Longi Green, ZTE, Zhongji Innolight.
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Northbound Flows: CMB Big Sell After CEO Scandal
We highlight top northbound inflows including CATL, Moutai, China Yangtze Power and top outflows including China Merchants Bank, East Money, and...
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Smoore (6969 HK): Clients Formally Legal, See CALT-Like Advantage
Smoore’s Chinese clients are formally legal after the new law. Revenue from mainland China grew by 330% in 1H21. Smoore components for e-cigarette...
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