REPT BATTERO Energy Pre-IPO - The Negatives - Is Only Now Aiming for Sustainable Profits
REPT BATTERO Energy (REPT HK) is looking to raise US$1bn in its upcoming Hong Kong IPO. In this note we talk about the not-so-positive aspects of...
402 Views
CATL GDR Listing Early Look - Past Deals Have Done Well. Valuations Somewhat Justifiable
CATL (A) (300750 CH) is looking to raise up to US$6bn in its upcoming Swiss GDR listing. Bookrunners on the deal are CICC, China Securities,...
426 Views
Hesai Group IPO Trading - Managed to Break the Drought
Hesai Group (HSAI US) raised around US$190m in its US IPO. We have looked at the company's performance in our previous note, in this note we will...
335 Views
LG Energy Solution: Consensus Likely to Lower Sales and OP Estimates in 2023
The consensus is likely to reduce sales estimate by 3% and operating profit estimates by 10-15% for LG Energy Solution in 2023, in our view.
414 Views
Korean Holdcos Vs Opcos Gap Spreads Opportunities in 1Q 2023
In this insight, we highlight the pricing gap divergences of the major Korean holdcos and opcos in 1Q 2023. We highlight 33 pair trades that...
381 Views