EVA Precision 838 HK: Play on EV Market Growth
Eva Precision Industrial Holdings (838 HK) is a supplier of office and automotive equipment (seat/battery frames and molds), trading at 8.1x PE...
581 Views
HK Short Interest Weekly: Tencent, Weimob, AIA, Jd, Hkex
We analyzed the latest HK SFC report for aggregate short position as of Dec 20th and highlight short interest changes in Tencent, Weimob, AIA, Jd,...
401 Views
Prospectus of Robotaxi Outside of China and US Is Bright for Chinese Supply Chains
US-China decoupling splits the biggest and the 2nd biggest ride hailing market, which raise the importance of non-US, non China markets. We see...
346 Views
China Growth Equity Weekly Wrap (52/2024): Positive Macro, BEV Revival & Good Time to Invest in SaaS
China plans to issue RMB3tn in special treasury bonds in 2025, BEV sector sees growth with battery swapping and charging network partnerships,...
260 Views
A-H Premium Weekly (Dec 27th): China Southern Air, Guolian Securities, GWM, SMIC, Pharmaron, ZTE
We analyzed A-H premium changes in the past week and highlight A-H premium changes for China Southern Air, Guolian Securities, GWM, SMIC,...
386 Views