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Tianqi Lithium (002466 CH)
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134
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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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Great Wall Motor
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26 Nov 2023 06:31
A/H Premium Tracker (To 24 Nov 23): H Down Vs A, SOUTHBOUND Selling Continues, Tech Still Sold
The Quiddity A/H Premium tracker (an H/A discount version is also available (and I like that one better)). Hs underperform As. Tech is worst....
Travis Lundy
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429 Views
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bearish
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BYD
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26 Nov 2023 06:22
Mainland Connect NORTHBOUND Flows (To 24 Nov 23): Chongqing Changan (Bought) Vs BYD (Sold)
Mainland Connect (NORTHBOUND) flows continue to sell net selling. This week was RMB -3.16bn. The big buy this week was Chongqing Changan, the big...
Travis Lundy
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387 Views
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bullish
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WuXi XDC Cayman
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16 Nov 2023 15:32
WuXi XDC IPO: Trading Debut
The market sentiment on the sector has modestly weakened. However, the IPO price is attractive, with our DCF valuation of HK$22.89 per share, 11.1%...
Arun George
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397 Views
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bullish
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Allkem Ltd
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10 Nov 2023 10:12
Allkem/Livent Merger: 19th December Shareholder Vote
This looks done. Buy Livent (LTHM US). And get borrow on Livent to be able to short it into the inclusion or in days following.
David Blennerhassett
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636 Views
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bullish
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Midea Group Co Ltd A
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02 Nov 2023 09:48
Past A/H Listings Performance - Have Been a Mixed Bag
Two of the biggest deals in the Hong Kong pipeline are A/H listings for S.F. Holding (002352 CH) and Midea Group (000333 CH). In this note, we have...
Sumeet Singh
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333 Views
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