Maius Partners

AXT’s Tongmei Problem: Great Asset, Fragile Economics

A deep dive into one of the most controversial stocks listed on NASDAQ

Apr 2 • Maius Partners

9

January 2026

Trust the Ledger, Not the Legend

Our repeatable framework for avoiding the "Zero"—from Corporate Travel Management to Intellego.

Jan 16 • Maius Partners

15

5

Return of the Power King

Ride the Momentum, Pursue Long-Term Success: A 75-Year Odyssey from a Labor Reform Camp to a Global Power King

Jan 5 • Maius Partners

17

October 2025

What’s Really Behind Intellego’s China Growth Story?

A Forensic Look at Intellego’s Yuwell Partnership and the Reality on the Ground

Oct 10, 2025 • Maius Partners

29

16

3

August 2025

Reporting Season Alpha: Where Governance Meets Multi-Billion-Dollar Alpha

From Yonex’s rally to CQME’s hidden billion-dollar JV, we unpack the signals most investors are missing

Aug 31, 2025 • Maius Partners

9

The Announcement That Changes Everything

Reassessing China Yuchai Limited from a completely new perspective

Aug 26, 2025 • Maius Partners

13

12

Monster in the Middle: Unpacking the High-Stakes Buyout Battle

An overview of one of the best risk-reward merger arb opportunities we currently see across the entire market

Aug 21, 2025 • Maius Partners

14

4

1

North American Data Centers AND Aerospace Exposure at 9x PE?

Avoiding Buffett's 'Big Mistake' while Making America Great Again

Aug 4, 2025 • Maius Partners

25

2

July 2025

Thakral Corporation: A Conglomerate Reimagined

Riding the Silver Tsunami and the Drone Revolution at 6x Earnings and an active buyback program

Jul 21, 2025 • Maius Partners

14

2

Half-Year Review

Deep Value in Disguise: Re-evaluating Our Worst Performer

Jul 1, 2025 • Maius Partners

9

1

3

June 2025

The Labubu Trilemma: Part 2

"The Great Beanie Baby Bubble: Mass Delusion and the Dark Side of Cute" Review

Jun 19, 2025 • Maius Partners

3

The Labubu Trilemma

More Popular than Bitcoin and Nintendo: Exploring Pop Mart's ($9992.HK) Balancing Act Between Scarcity, Sales, and Stability

Jun 16, 2025 • Maius Partners

4