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.
410 Views
Ant Group Takes Out Yip's Controlling Stake In Bright Smart (1428 HK)
Looks clean. Just a question of timing. Payment is possible in four to five months. Assuming the top end of that range, pay up to HK$3.09/share, or...
763 Views
May 1st Marks End of US "De Minimis" Exemption that Has Enabled Growth of SHEIN, Temu, & AliExpress
US "de minimis" import rules that have enabled the growth of platforms like SHEIN and Temu will change dramatically this week. We believe the...
16.8k Views
Alibaba (9988 HK): Top Trades and Strategic Insights from HKEX Options Trading
​Alibaba's recent live option strategies feature Diagonal Spreads and protection against low probability tail events, with one strategy trading 100...
619 Views
Alibaba (9988 HK): Volatility Surface Favoring Diagonal and Calendar Spreads
​Alibaba's volatility remains high, making Calendar and Diagonal Spreads attractive strategies. Open interest extends to 2026 with balanced call...
522 Views