Hong Kong Connect Flows (August): $18bn Inflows
We estimate inflows into HK via southbound trade were $18bn in August, at four month high. We highlight inflows for Alibaba, Tencent, Meituan, and...
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ECM Weekly (1 September 2025)- Nissan, Metaplanet, Indigo, Laopu, Akeso, Mixue, Aux, Orion, Chery
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.
510 Views
Alibaba (BABA US): Why Did the Stock Rally Despite 2Q25 Operating Profit Dip?
Alibaba’s strong narrative around AI-driven growth potential and China quick commerce opportunity, during Investor call, could fuel analyst...
1k Views
HONG KONG ALPHA PORTFOLIO (August 2025)
Hong Kong Alpha portfolio gained 11.34% in October outperforming its benchmark and HK indexes. The portfolio's Sharpe ratio increased to 2.91 and...
460 Views
Alibaba (BABA, 9988HK): June Quarter, Actually 2-Digit Growth, To Win Price War
The de facto total revenue increased by 10% YoY excluding two disposed shopping malls. We believe Alibaba will win the price war for food...
647 Views