Liontown Placement - Large Deal but Appears to Be Well Flagged
Liontown Resource (LTR) is looking to raise around US$321m in its fully underwritten Australian placement. In this note, we will talk about the...
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Weibo Secondary Listing - Going Down the Autohome Route
Weibo plans to raise around US$470m in its secondary listing in Hong Kong. In this note, we will talk about the deal pricing and structure.
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Tesla's Record Revenue in Q3 Reflective of China's Solid EV Foundation
Share prices for Tesla have soared to all-time highs after earnings and amidst reports of a 100,000-car deal with car rental company Hertz.
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Weibo Secondary Listing - Needs to Come at a Discount
Weibo plans to raise around US$500-700m in its secondary listing in Hong Kong. In this note, we talk about the deal and its impact.
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China Auto Sector Outlook 2022E
Auto supply chain issue, including chip shortage, might be worse in 2022E. Local brands might keep gaining market share due to their higher...
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