ECM Weekly (31st Mar 2025) - Xiaomi, NIO, FCT, Gigabyte, DN Sol, Nanshan Al, Zenergy, LXJ, Veeda
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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NIO HK Placement - Lots of Reasons to Avoid and Only One to Invest
NIO (9866 HK) is looking to raise around US$450m via a primary placement in Hong Kong. In this note, we talk about the deal dynamics.
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BYD (1211 HK) Earnings Today: Anticipated Price Movements and Options Insights
​BYD (1211 HK) to report 2024 financial results today after market close. Option implied movement higher than historical, discussion on implied...
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[Blue Lotus China New Consumer Weekly, 12/52] Choice of the Less Evil Between Trumponomics' Outcomes
​China's economic data remains mixed, with PBOC closely following US policy. Stimulus may become irrelevant as China's EV sector sees strong growth...
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China Retail Weekly (24 Feb 2025): BILI, SAIC, NIO, Mengniu, JD, IQiyi
In 4Q24, Bilibili’s total revenue increased by 22% YoY. SAIC removed 63 managers in the passenger car department. Mengtniu raised a profit warning.
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