Ather Energy IPO Lockup - US$1.3bn+ Lockup Release
Ather Energy raised around US$350m in its India IPO in May 2025. The lockup for its pre-IPO investors is set to expire soon.
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CHINA HOUSEHOLD CONSUMPTION: Unlocking Growth Potential in Five-Year Plan
China has announced that it will significantly boost the share of domestic consumption in its next five years, while maintaining tech and...
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Pony AI Secondary HK Offering - Needs to Correct Some More
Pony AI (PONY US)Â Â plans to raise around US$825m in its secondary listing in Hong Kong. In this note, we talk about the deal structure and pricing.
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Asian Equities: Divergent EPS Trajectory, Narrowing Valuation Spread; KR-TW Leading EPS Upgrades
​Asia's valn rerating seems over, with future performance driven by EPS grwth. TW, KR, CN, IN to lead future EPS growth. Analysts turning more...
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Sany Heavy Industries A/H Trading - Strong Insti, Weak Retail. Pricing Still Tight
Sany Heavy Industry (600031 CH), raised around US$2.0bn in its H-share listing. In this note, we talk about the trading dynamics.
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