Xtapli Placement - Questionable Timing. An AI Momentum Play, at Best
Xtapli is looking to raise around US$242m via a primary placement, after having raised US$145m in Jan 2025. In this note, we talk about the deal...
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[Blue Lotus China New Consumer Weekly, 7/52] Xi's Meeting with Ma Closed the Anti-Monopoly Chapter
Xi's meeting with Chinese business leaders signals a closer relationship going forward. Social financing data improved in January 2025. BYD's...
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NPN X PRX: Discounts Likely to Catch Further Bid on China News Flow
The discounts of Naspers and Prosus are expected to catch a further bid as China adopts a more positive stance towards private sector. Tencent...
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Trip.com (TCOM) 4Q24 Preview: Rising with Travelers, But High in Stock Price
In China, travelers grew by 13% YoY in 4Q24 and 15% in 2024. We expect total revenue will grow by 19% YoY in 4Q24 and 2024. However, the stock...
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ECM Weekly (17th Feb 2025) - CATL, Hengrui, Mixue, Guming, Hexaware, Ajax, Aegis, Daiichi, Takasago
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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