CATL (3750 HK / 300750 CH): Stop Pricing It as a Battery Cyclical — Start Pricing the Grid
Smartkarma
Yesterday
⬆ Contemporary Amperex Technology - CATL's storage business is growing 2x faster and higher-margin than EV batteries, while RMB17bn in AI/grid stakes and a record buyback go unpriced. Long, 12-month re-rating catalyst.
Continue reading on Smartkarma:- https://www.smartkarma.com/insights/catl-3750-hk-300750-ch-stop-pricing-it-as-a-battery-cyclical-start-pricing-the-grid?utm_source=tiger_community
By Mo Aziz, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/mo-aziz?utm_source=tiger_community
On Contemporary Amperex Technology (03750):- https://www.smartkarma.com/entities/contemporary-amperex-technology-co-limited-class-h?utm_source=tiger_community
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