HK Short Interest Weekly: BYD, Conch Venture, Shandong Weigao.
We analyzed the latest HK SFC report for aggregate short position as of {} and highlight short interest changes in BYD, Conch Venture, Shandong...
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CX Daily: The World’s No. 1 EV-Battery Maker Juices Up Global Expansion
In Depth: The world’s No. 1 EV-battery maker juices up global expansion. China and the Vatican extend deal on appointing bishops
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FDR's Trade Embargo on Oil (Japan) & Biden's Sanctions on China's Semi Sector - Prelude to Disaster?
There have been major sanctions by the US on China's semiconductor sector recently. We compare this move to the US government putting a trade...
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CALB IPO Trading - Last of the Lot with the Least Demand of the Lot
CALB raised around US$1.2bn in its Hong Kong IPO, after pricing its offering at the low-end. In this note, we talk about the demand for the deal...
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Leapmotor IPO - Weak Demand but Concentrated Allocation
Leapmotor (9863 HK) raised around US$800m in its Hong Kong IPO. LM is a smart EV company based in China, founded in 2015.
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