HK Connect Discovery Weekly: China Tower, Geely, COFCO Meat (2019-02-15)
In our Discover HK Connect series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as analyzed by...
915 Views
Smartkarma Originals
IPO Analytics: Corporate Governance - Alpha Generator, Shortlist of Bookrunners to Avoid/Keep Happy
Since inception of our IPO research in 2015, the Aequitas Research team has covered over 361 IPOs, which raised over US$100m each, across Asia...
1.5k Views
Smartkarma Originals
IPO Analytics: Cut Your Losses and Let Your Profits Run, Holds True for IPOs
Since inception of our IPO research in 2015, the Aequitas Research team has covered over 361 IPOs, which raised over US$100m each, across Asia...
1.8k Views
WH Group: Back to Buy Levels, Trade Fears Overplayed
Since my bearish note two months ago, the share price of WH Group fell over 25% on the back of US-China trade tensions. However, trade fears are...
281 Views
WH Group: China's Pork Tariffs Could Trim EBIT Margins by 1 to 1.5ppt Near Term
WH Group's share price plunged about 10% yesterday on news that China plans a 25% tariff on US Pork imports (Source: Bloomberg). The company's...
383 Views