CX Daily: New Rules Set to Give State-Owned Carmakers an EV Boost
Autos / In Depth: New rules set to give state-owned carmakers an EV boost While China’s three major state-owned carmakers may be latecomers to...
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Ola Electric IPO Trading - Decent Anchor, Tepid Overall Demand
Ola Electric managed to raise around US$734m in its India IPO. In this note, we talk about the trading dynamics. While the anchor book was decent,...
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[Blue Lotus Daily]:1211 HK/AAPL US/2150 HK/Macro News Update/Consumer Industry Update
BYD and Uber partner to deploy 100,000 vehicles worldwide, Huawei starts production on double-hinge folding device, China's State Council...
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HK Short Interest Weekly: Tracker Fund, AIA, Hisense Ha, China Res Beer
We analyzed the latest HK SFC report for aggregate short position as of Jul 26th and highlight short interest changes in Tracker Fund, AIA, Hisense...
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China’s Lithium Mountain Grows as Oversupply Drags Down Prices Further
China’s lithium supply glut is worsening, with output expected to expand by 41% this year, fueling a steeper downward trend in prices for this...
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