Asian Equities: The Currency Tailwind - Where Would FII Flows Gravitate?
US$ continues to moderate, notwithstanding last week’s moderate bounce. We think Asia’s currency tailwind shall continue to drive foreign flows...
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Hainan Drinda New Energy (A/H IPO) - Business Was Acquired for 1/3rd the Price, Three Years Ago
Hainan Drinda Automotive Trim (002865 CH) plans to raise up to US$234m via its A/H listing. In this note, we look at the past performance and talk...
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HK Short Interest Weekly: Anta Sports, Pop Mart, Baba, Trip.Com, HSBC
We analyzed the latest HK SFC report for aggregate short position as of Apr 17th and highlight short interest changes in Anta Sports, Pop Mart,...
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Monthly Chinese Express Tracker | March, Q125 Growth Solid | But Shares Lag Alibaba (April 2025)
In March and Q125, express volume growth remained firm, and unit price declines should be manageable for most express companies. But as an...
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ECM Weekly (28 Apr 2025) - Ather, DN Solutions, Lotte, BenQ, Dorf-Ketal, Hi-Think, Kakao, Waaree
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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