SH/SZ Connect Flows: CATL, Liquors, East Money, Sany Heavy
In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and...
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SH/SZ Connect Flows: $4 Bln Outflows, CATL, Gree, Moutai
In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and...
267 Views
Gouxuan Hi Tech: Valuation Decoupled From Fundamentals
Guoxuan High-Tech Co Ltd (002074 CH) is lithium battery producers for electric commercial and passenger vehicles. The company has a market cap of...
376 Views
CATL: Tesla Effect Priced In, Sector Headwinds Getting Stronger
The market has been excited on CATL joining the Tesla's supply chain, and CATL's share price surged by 22% since 3rd February. We believe current...
332 Views
EV Batteries Monthly: COVID 19 Risks; Panasonic-Tesla Gigafactory Profits & CATL Partners with Tesla
Highlights since our last monthly- ‘EV Battery Monthly: No Further Cut in Subsidies for NEVs in China Suggests Better Market Conditions’ are as...
403 Views