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Tianqi Lithium (002466 CH)
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140
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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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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640 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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340 Views
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bullish
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Foxconn Industrial Internet
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30 Oct 2023 09:39
Mainland Connect NORTHBOUND Flows (To 27Oct23): Net Selling Small, Foxconn & Tianqi Bought
NORTHBOUND flows this past week were still a net sell, but small. There hasn't been a net buy week since early August. Foxconn saw buying every...
Travis Lundy
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420 Views
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bearish
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Quantitative Analysis
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29 Oct 2023 10:15
Northbound Flows (Oct 27th): Moutai, CATL, Midea
We analyzed northbound Shanghai/Shenzhen connect flows in the past week and we highlight flows for Moutai, CATL and Midea.
Ke Yan, CFA, FRM
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393 Views
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bullish
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Newcrest Mining
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29 Oct 2023 07:05
Last Week In Event SPACE: Newcrest/Newmont, Keisei Electric, PCCW, Cosmo Energy, Leapmotor
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
David Blennerhassett
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483 Views
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