In Response to Tariff & "De Minimis" Changes, Temu Alters US Business Model, Morphing Into...Amazon?
In the US, Pinduoduo's Temu platform has made sudden, dramatic changes to its business model. The changes could bring Temu into direct competition...
795 Views
Hang Seng Indexes: ADR Depositary Holding Changes; Round-Trip Trade Is US$5.1bn; NetEase Outperforms
ADR depositary holding changes alter FAFs and flows. Estimated round-trip trade is US$5.1bn now. NetEase has outperformed the HSCI by 15.5% since...
915 Views
ECM Weekly (5 May 2025) - CATL, Chery, Ather, Drinda, Eco-Shop, Green Tea, DN Sol, Lotte Glo, Hanwha
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.
586 Views
Merger Arb Mondays (05 May) - Makino, Shibaura, 7&I, Dickson, Meilan, Soundwill, Smartpay, Pointsbet
We summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
661 Views
The Effects of New Tariff on Chinese E Commerce
How will Chinese e-commerce companies survive the new tariff regime? We believe at least one of these companies will be hobbled.
267 Views