BMW to Invest in CATL: Chinese Battery Maker to Gain Exposure in Europe?

Honda Chooses CATL as Battery Partner for Their EVs; Panasonic Has Lost the Chance

The Downward Revision in FY03/19 Guidance Places Panasonic in Our Worst-Case Scenario

CATL: Will the Cap in IPO Proceeds Cause a Concern?

CATL Pre-IPO: Funds for Capacity Expansion to Power China to Leading EV Battery Producer Status?

A Common Concern: Is There Enough Lithium to Support the Expected Growth in EVs?

Equity Analyst, LightStream Research

Aqila Ali

Equity Analyst

Long-Short Analysis on Japan, Asia and the World

LightStream Research

LightStream conducts quantitatively rigorous and data-driven analysis with a focus on Japan and Asia.

We consistently cover the Tech, Consumer and Industrial sectors, and provide ECM and Events coverage more broadly.

We supplement traditional qualitative insights from company relationships with a robust quantitative foundation that examines as much historical data as is available.
We further refine the accuracy of our insights and calls through the use of alternative data to flesh out current trends, and through a valuation framework that emphasises non-superficial peer group selection and a proper attempt to understand the metrics and changes that have driven security valuations in the past.

Equity Bottom-Up

Contemporary Amperex Technology (CATL) / Equity Bottom-Up

Contemporary Amperex Technology (CATL) (300750 CH)

<p>The surging share price of <a href="https://www.smartkarma.com/entities/24404" target="_blank" data-smartkarma-citation="entities:24404:1">Contemporary Amperex Techn-A (1447922D CH)</a> following its debut in Shenzhen on Monday comes to us as no surprise. The Chinese battery champion witnessed its share price increase by 44% on its first day of trading. This was said to be the maximum allowed for newly-listed stocks on their first trading day. CATL’s share price reached CNY53 on Friday’s close (77% growth since the start of trading) with a market cap of approximately CNY115bn, emerging as the second largest…</p>

The surging share price of Contemporary Amperex Techn-A (1447922D CH) following its debut in Shenzhen on Monday comes to us as no surprise. The Chinese battery champion witnessed its share price increase by 44% on its first day of trading. This was said to be the maximum allowed for newly-listed stocks on their first trading day. CATL’s share price reached CNY53 on Friday’s close (77% growth since the start of trading) with a market cap of approximately CNY115bn, emerging as the second largest…

CATL Share Price Surges Following Its IPO; Strong Growth Ahead for the Company