The Index
400 dossiers
A research screener for every company we cover. Search a name or ticker, then sort and triage dossiers by coverage freshness, our conviction and trading relevance.
Electrification· 1211.HK
The world's lowest-cost EV/battery manufacturer is now margin-bleeding in a brutal domestic price war it helped start; the entire bull case has migrated to a high-margin export ramp that tariffs and a Brazil/Hungary regulatory cloud are built to throttle — cheap on forward P/E only if you trust earnings that GMT says are flattered by ~¥300B of supply-chain-financed hidden debt.