Blue Lotus Non-US Internet Weekly Wrap (2/2025): Tencent's Inclusion and Exclusion from US Sanctions
​Tencent's impact from CML and NML are short-term. Strong service start to 2025 showed promise. NetEase's games exceed expectations with promising...
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ECM Weekly (13th Jan 2025) - LG CNS, Bloks, Guming, Crizac, Shift Up, Adani, Wuxi
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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Poor Performance Before UK Lawmakers Is SHEIN's Latest Stumble on Journey To London (Or HK?) IPO
Sharp questions about SHEIN's supply chains and a competing product from US ecomm giant Amazon should be added to the growing list of challenges...
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What Has Happened in the First Ten Days of 2025?
​Shanghai stock market weakens due to exchange rate, impacting China's property market. Rebound or not in new home sales is crucial in the next few...
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Guming Holdings (Goodme) Pre-IPO - Refiling Updates - Showing Some Recent Weakness in Margins
Guming Holdings (GUM HK) is looking to raise US$300m in its upcoming Hong Kong IPO. In this note, we discuss its refiling updates.
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