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Tianqi Lithium (002466 CH)
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135
Analysis
Materials
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China
Sichuan Tianqi Lithium Industries, Inc. develops, manufactures and sells lithium products. The Company's products include industrial lithium carbonate, battery lithium carbonate, lithium chloride, and lithium hydroxide.
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bullish
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Livent
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20 Dec 2023 10:07
Allkem+Livent=Arcadium : Expected Index Flows
The Allkem/Livent deal has now been approved by shareholders of both companies. Index providers have started to make announcements. There are LOTS...
Travis Lundy
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920 Views
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bullish
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Allkem Ltd
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18 Dec 2023 13:26
Allkem/Livent Merger Vote Tomorrow: Will Vote Get Past?
Allkem/Livent shareholder meetings are tomorrow. Sentiment is mixed but this likely gets done. And if not, Allkem is likely the one to own. Once...
Travis Lundy
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814 Views
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bullish
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Shanghai Junshi Biosciences
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17 Dec 2023 20:47
A/H Premium Tracker (To 15 Dec 23): Time To Go Long Hs Vs As.
A/H Premiums reached their highest average (arithmetic - not the HS Index) in a year on Monday. And then turned. Overseas liquidation feels...
Travis Lundy
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615 Views
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bearish
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Quantitative Analysis
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10 Dec 2023 10:15
Northbound Flows (Dec 8th): Moutai, Zhongji Innolight, Will Semiconductor, Shanghai, Wuxi Apptec
We analyzed northbound Shanghai/Shenzhen connect flows in the past week and highlight flows for Moutai, Zhongji Innolight, Will Semiconductor Co.,...
Ke Yan, CFA, FRM
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422 Views
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bearish
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Quantitative Analysis
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04 Dec 2023 10:05
Northbound Flows (November): Inflows (Consumer Staples, Healthcare) Offset by Outflows (Financials)
We analyzed the Shanghai/Shenzhen Connect Scheme for November and highlight flows for Moutai, Hygon Information Technology, Shanghai United Imaging...
Ke Yan, CFA, FRM
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387 Views
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