Lygend Resources & Technology Pre-IPO - Resting Its Hopes and Dreams on a JV with a Singular Partner
Lygend Resources & Technology (LR HK) is looking to raise about US$800m in its Hong Kong IPO. Lygend is a nickel trading and production firm.
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Future of Cobalt Vis-A-Vis EVs
As per the Financial Times ("FT") article dated 24th Feb 2017, electric vehicle ("EVs") manufacturers and battery producers have been scrambling to...
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Steel in China- No Government Capacity Shutdown
This is a big topic that I find myself addressing to investors each quarter for the past 10 years as a steel analyst from where I live in Beijing,...
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Land Sales Growth In China Remains Low Despite Strong House Price Growth (Jan-Sep)
Despite strong increases in house prices, the land sales growth in China looks relatively low in the latest January-September data.The land sales...
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China Data: New Home Sales Growth Higher at 27.1% YTD Y/Y (Jan-Sep), Before New Wave Of Restrictions
In September, national new home (“commercial residential”) sales GFA increased 35.3% YoY and 27.1% YTD YoY, compared to 19.1% and 25.6% in August,...
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