JL Mag Rare-Earth A/H Listing - Ticks the Right EV and Clean Energy Boxes, Thoughts on Valuation
JL Mag Rare-earth Co. Ltd (JLM) aims to raise around US$300m via its H-shares listing. In this note, we look at the deal dynamics and provide our...
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Add To Growth On This Pullback; Actionable Themes: Services, Technology, and Consumer Discretionary
Growth continues to outperform relative to value, shown by the intact uptrend on the MSCI ACWI ex-US Growth vs. Value ratio. We highlight...
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EM Consumer Discretionary: Turbulent Times for Alibaba
We look in to the recent collapse of Consumer Discretionary allocations among active GEM managers, and find that Alibaba is the driving force...
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Li Ning (2331): Marching On
Li Ning's valuation and share price may sound expensive but the appeal of an online focus business with higher profitability and leaner capital...
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Hong Kong Buybacks: Sea Holdings, China Gas, Haier Smart Home
We highlight the top 3 companies that repurchased the most shares from the market In the past 7 days were Sea Holdings (251 HK), China Gas...
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