Beijing SinoHytec A/H Listing - A Whole Lot of Promise but Not Much Earnings to Show for It Yet
Beijing Sinohytec Co Ltd (688339 CH) (BSH) is looking to raise up to US$400m via its H-shares listing. In this note, we talk about the deal dynamics.
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Xinyi Solar, BYD, and Bank of China
The main drivers for Hong Kong stock rallies are short covering, buybacks, and China government real estate support measures announcements.
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EVA Precision: Poor Mans Tesla/ EV Play/ Onwards and Upwards from H1 2022
Eva Precision Industrial Holdings (838 HK) is a beneficiary of EV penetration globally and in China, trading at 9.4x /5.6x FY22/23e and 3.2%/5.3%...
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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...
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China’s Evolving EV Industry
With attractive long term prospects but a short term clouded by raw material prices investors should focus on a barbell approach to EVs examining...
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