JD.com (JD US) – Driving for Quality Growth Remains Key Theme
JD Retail (JDR) will likely deliver better than our previously expected GMV and revenue growth for 2Q23E, aided by improvement of third-party...
359 Views
ECM Weekly (16th July 2023) - LG Energy, Socionext, Plus Alpha, Syngenta, Cinema XXI, Genda, Fadu
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
617 Views
GEMWeekly (14 Jul 2023): China, South Korea Macro; Alibaba, Ant, JD.com, Baidu, Foxconn, TSMC, Wipro
The Global Emerging Markets Weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
475 Views
China TMT Update-Premier's Symposium;a Summary of Meituan Vs Douyin;feedbacks of Amazon Prime Day
Premier Li Qiang chaired a symposium with internet platform enterprises; A summary of recent Meituan local news; Chinese merchants' feedbacks of...
613 Views
Fadu IPO - Thoughts on Valuation
Fadu (440110 KS) is looking to raise up to US$147m in its Korean IPO. Previously, we looked at the company’s past performance and undertook a peer...
511 Views