China Healthcare Weekly (Oct.20)-A Big Lesson from China TCM's Deal Break, “Must Option” of Biotech
The break of China TCM’s privatization deal has taught us an important lesson.Globalization is a “must option”. The “industry clearing”  of...
902 Views
HK Short Interest Weekly: Smic, Anta Sports, Cspc Pharma, Nci, Meituan, Tencent, Baba
We analyzed the latest HK SFC report for aggregate short position as of Oct 10th and highlight short interest changes in Smic, Anta Sports, Cspc...
686 Views
Akeso Biopharma Placement - The Placing Price Is Not Cheap Despite Positive Business Progress
​Akeso delivers impressive HARMONi-2 data, which greatly increases the possibility of positive OS. But the market cap already partially reflects...
846 Views
ECM Weekly (14th Oct 2024) - Tokyo Metro, Rigaku, Hyundai, China Res, Swiggy, USS, Akeso, Shiyue
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.
773 Views
China Healthcare Weekly (Oct.13)-Genor to Acquire Edding, RemeGen's Bleak Outlook, Zai Lab's Trouble
Genor/Edding are merging through a reverse takeover, but valuation is unsatisfactory. Remegen is negative example among China Biotech.Weak...
797 Views