Hainan Drinda New Energy (A/H IPO) Trading - Tepid Demand, No Over-Allotment
Hainan Drinda Automotive Trim (002865 CH) (HDNET) raised around US$180m via its A/H listing. In this note, we talk about the trading dynamics.
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[Blue Lotus Daily-TMT Update]:BABA US/TCOM US/3690 HK/ATAT US/PDD US/JD US
​Ele.me's food delivery orders via Taobao reached 10 million, May Day holiday consumption trends summarized, weak box office performance during...
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Swiggy IPO Lockup - US$7.9bn Lockup Release
Swiggy (SWIGGY IN)Â raised around US$1.35bn in its India IPO in Nov 2024. The lockup on its pre-IPO investors is set to expire soon.
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CATL A/H Listing - PHIP Updates and Updated Thoughts on A/H Premium
Contemporary Amperex Technology (CATL) (300750 CH), one of the world’s largest battery solutions providers, aims to raise around US$5bn in its H...
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Overview #25 Implications of Stronger Asian Currencies
A review of recent events/data impacting our investment themes and outlook. Implications of Asian currency strength in sector selection
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