BYD (比亚迪汽车) Placement - Should Cruise Through Smoothly
BYD (1211 HK) is looking to raise up to US$1.8bn in its H-share placement. In this note, we will look at deal dynamics, recent Q3 results, and run...
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BYD(1211.hk): Upside from Models and Battery in the Price, Unique Strength in Chips to Fade
BYD's share price hit a new high and has fully priced in the foreseeable positive effect from increasing car sales, rising market share of blade...
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Mazda – Moving Upmarket With a RWD Is a Straight Six
Mazda is continuing to implement its take on the Subaru revival playbook that took Subaru’s stock from a GFC low around ¥250 all the way above...
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HK Short Interest: Short Spiked for BeiGene
We highlight in the latest SFC short aggregate report that the top five stocks by WoW increases in short value are Kuaishou, JD Health, BeiGene,...
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Hong Kong Connect Flows: Tencent, HKEx, CNOOC
We will highlight weekly southbound connect inflows into Tencent (700 HK), HKEx (388 HK), Cnooc (883 HK) as well as outflows from Wuxi Biologics...
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