Quam Morning Note (13 Oct)
The HSI closed at 24,271, up 59 pts or 0.25%, with main board turnover totaling HKD162.6bn, supported by optimism over Beijing’s efforts to...
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This Week in AI (Oct 4-10): Haiku 5.5's Throat-Cutting Prices; OpenAI Revenue Trails Expectation
This week in AI: Anthropic cut prices by up to 90% with Claude Haiku 5.5, OpenAI's annualized revenue reached about USD 50bn, and Moonshot closed...
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Aequitas ECM Weekly (28 September 2026)- Tencent, NSE, GCash, Ligent, Kinwong, Robo, Direct Drive
Aequitas Research's weekly update on the IPOs, placements, lockup expiry and other ECM linked events that were covered by the team over the past week.
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Aequitas: Tencent Investee Selldown - Start of Another US$70bn Selldown Wave
Tencent (700 HK)Â has been active since the start of the year in selling down some of its stake in its investee companies to raise over US$3.3bn cash.
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Tencent (700 HK): Synthetic Expert Call Transcript (24 Sep 2026)
Tencent’s massive AI pivot is reshaping its capital allocation strategy. The company’s Q2 2026 capital expenditure nearly tripled year-on-year to...
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