CATL IPO - Riding on Global and China EV Battery Demand
A leading EV battery vendor in China: CATL aims to be listed at Shenzhen Stock Exchange as A-share listing middle next year. The company will...
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POSCO Chem (003670 KS): Surging Needle Coke Demand
Good price momentum and low debt levels relative to its sector PMC Tech, JV with Mitsubishi Chemical (4010 JP) , should see strong revenue growth...
269 Views
Samsung Electronics Common-Pref Spread - Data & Situational Study
Let's do one interesting study here. In the last month (Oct 10-Nov 3), Samsung Electronics Pref Shares (005935 KS) ranked fifth in the local...
322 Views
EM Technicals: Overweight Asia; Indian Banks Are Breaking Out; Bottom-Up Ideas
Asia is leading EM higher. In this week's Chart Book, we highlight the following themes and actionable charts: Overweight Asia. In today’s...
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Tapex IPO (Valuation Analysis) - A Market Leader in Rechargeable Batteries Tapes
We like the Tapex IPO and recommend investors to take the deal. The company has a solid niche in the rechargeable battery, semiconductor, and...
295 Views