CATL (宁德时代) Placement - Back in the Market Again to Fund Expansion
CATL (A) (300750 CH) is looking to raise up to about US$9bn in its upcoming placement to fund its expansion plan. In this note, we will look at the...
199 Views
CSI300 Index Rebalance Preview: Large Turnover as Potential Inclusions Keep Rallying
Half way through the review period, we see 26 changes to the CSI300 Index. Estimated one-way turnover is 9%+ & would result in a one way trade of...
323 Views
Weekly Innovation Review (WIRE) #43
Headline Developments: China has likened online computer games to opium, causing shares in Tencent (700.HK) and NetEase (9999.HK) to drop 10% and...
164 Views
China A-Shares - EM Fund Ownership Guide
China A-Shares represent the 6th largest country holding among active EM investors. In this analysis, we analyse the current set up of A-Shares in...
260 Views
China Dongxiang (3818 HK): Lower-Than-Expected Dividends but Still A Marvelous FY21
China Dongxiang has delivered impressive FY21 result with good recovery in sportswear and surge in investment income. At 47% discount to book...
278 Views