China Construction Machinery – Near-Term Recovery More Seasonal than Structural
Following a rally since early Feb, we believe the market has already priced in the upcoming recovery of machinery demand.
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Nexteer (1316): Earnings Update, Bond Redemption, and Auditor
Nexteer has a promising product launch in the coming years with increased exposure in EV globally. In 2020, it was still profitable and has a...
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Nexteer (1316): Recent Innovation and Focus on EV
Nexteer's recent innovation has proven its focus in the EV industry following the first factory in China in 2019 as a sign to participate in the...
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