A-Share Pre-IPO Note: CATL'S Core Competitiveness and Estimation of Future Revenue
Contemporary Amperex Technology Co. Ltd (CATL) submitted its prospectus, planning to raise about $2billion in China A-share IPO for expansion and...
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BYD: Master of Exploiting China's Flawed EV Policies
We love writing about BYD Co Ltd (H) (1211 HK) since it is one of the rare cases that the street closes its eyes and denies all it’s bad and...
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Build-Your-Dream on Government's Life Support
Our deep dive into BYD Co Ltd (H) (1211 HK)'s electric vehicle business model last year led us to the conclusion that as soon as the governments’...
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China's Online Video Platforms Are Likely to Emulate YouTube's Growth.
Recently, Alphabet (GOOG US) reported that aggregate usage on YouTube had reached 1bn hours per day, a 10x increase from 2012. The company...
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China NPC17: Read Across to Telecoms and Internet
In addition to headline numbers like the GDP growth target (+6.5%) and CPI forecasts (unchanged at 3%), there were several announcements related to...
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