GEM Weekly (2 Sep 2022): China PMI, India GDP, South Korea CPI; Tencent, Hyundai, NetEase, Alibaba
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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Pullback Continues; Japan & India Remain Attractive
Stick with Japan & India. $ACWI bounce at $86 would be ideal for the bullish case (i.e., establishing a higher low), but we could easily see a test...
333 Views
Leapmotor Pre-IPO - Thoughts on Valuation
Leapmotor (LM) aims to raise around US$1.5bn in its Hong Kong IPO. LM is a smart EV company based in China, founded in 2015. In this note, we talk...
379 Views
Leapmotor Pre-IPO - Peer Comparison - One of the Leaders in 2Q Volumes but Lags on Margins
Leapmotor (LM) aims to raise around US$1.5bn in its Hong Kong IPO. LM is a smart EV company based in China, founded in 2015. In this note, we...
342 Views
WM Motor Holding IPO - The Positives - Fast Growth Driven by Its SUV and Mainstream Focus
WM Motor Technology Co Ltd is looking to raise about US$1bn in its upcoming Hong Kong IPO. In this note, we will talk about the positive aspects of...
325 Views