Byd (1211) Vs BYDE (285): Carry On
Long BYD and Short BYDE - the way to go for having a positive outlook in the NEV business while less positive in the handset business as the latter...
415 Views
CATL – Sodium-Ion Battery Development Highlights the Issues with Lithium
As we head towards the middle of this decade the prospect of supply crunches for battery grade lithium and nickel looking increasingly likely and...
211 Views
ECM Weekly (22nd August 2021) - Biel Crystal, EDDA, Neusoft Xikang and Medical, CATL, RLC REIT
Aequitas Research puts out a weekly update on the deals that have been covered by the team recently along with updates for upcoming IPOs.
315 Views
CATL (宁德时代) Placement - Back in the Market Again to Fund Expansion
CATL (A) (300750 CH) is looking to raise up to about US$9bn in its upcoming placement to fund its expansion plan. In this note, we will look at the...
199 Views
CSI300 Index Rebalance Preview: Large Turnover as Potential Inclusions Keep Rallying
Half way through the review period, we see 26 changes to the CSI300 Index. Estimated one-way turnover is 9%+ & would result in a one way trade of...
323 Views