China Consumption Weekly (11 Mar 2024): JD.com, JD Logisitics, BYD, Alibaba, NIO
JD.com stock price surged after its 4Q23 results and repurchase decision. It is not big issue that BYD sales decreased in the weak season. Alibaba...
973 Views
ECM Weekly (11th Mar 2024) - Oriental Land, ARM, Tuhu, Wiwynn, Macrotech, Zomato, Trial Holding
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
556 Views
Interglobe Aviation (Indigo) Lockup - Still Has US$3bn+ Stake Left, After Three Prior Selldowns
The founder is now looking up to US$450m via selling around 3.3% of the company. This deal is well flagged although the timing is a few days later...
739 Views
JD.com (JD US): Improved Shareholder Return Is Key
JD.com (JD US) reported a set of better-than-expected 4Q23 results yesterday. The improvement in net profit margin showed that being more price...
593 Views
ARM Holdings IPO Lock-Up Expiry - A US$127bn Lockup Release Might Be Too Tempting to Pass On
Softbank raised around US$4.9bn via selling some of its stake in ARM Holdings (ARM US)’ US IPO. Its remaining 90% stake will be released from its...
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