TSMC Forced Underweight, Alibaba Value Trap?
TSMC sees record high fund allocation, but EM funds hit limits and are forced to sell. Alibaba moved to the most widely held stocks among EM Value...
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Ather Energy Pre-IPO - The Positives - One of the E2W Pioneers
Ather Energy is looking to raise about US$536m in its upcoming India IPO. In this note, we will talk about the positive aspects of the deal.
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EQD | Hong Kong Single Stock Options Weekly (January 20 – 24): Rally Continues on Less Participation
Strong gains in information technology stocks AAC Tech, Sunny Optical, Kingdee Int’l, and Byd Elec, but rally not as widespread as last week.
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[Blue Lotus Non-US Internet Weekly, 4/52]: Deepseek's Asked the Right Question on GAI Capex
Chinese consumers are excited about new smartphone trade-in subsidy, Tencent and NetEase secure game title approvals, and strong domestic travel...
288 Views
ECM Weekly (27th Jan 2025) - CATL, HDB Financial, Dr Agarwal's, Eco-Shop, Vikran, Sanil, Timee
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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