Energy Rally Accelerates, But So Does Renewables Threat...
I’ve been a cyclical bull on crude oil and the global energy sector, but the longer-term transition toward a renewables led and distributed power...
163 Views
Hyundai Motor Gets Chinese Government NEV Subsidy in February - More Signs of Normalizing in China
The Hyundai Elantra Yuedong Electric qualified for the Chinese government subsidies in February according to the latest list published by the...
123 Views
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...
619 Views
CATL IPO - Riding on Global and China EV Battery Demand
A leading EV battery vendor in China: CATL aims to be listed at Shenzhen Stock Exchange as A-share listing middle next year. The company will...
654 Views
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’...
248 Views