HK Connect SOUTHBOUND Flows (To 2 May 2025); Tech Selling in a Quiet Week
Volume was weaker in the 3-day week ahead of a long weekend. Nothing stood out except selling of tech and consumer discretionary (BYD and BABA). We...
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ECM Weekly (5 May 2025) - CATL, Chery, Ather, Drinda, Eco-Shop, Green Tea, DN Sol, Lotte Glo, Hanwha
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.
589 Views
Chinese Express: SF, STO Enjoyed Margin Expansion in Q125; YTO, Yunda Saw Margins Contract
Chinese express companies SF Holding and STO Express followed two very disparate paths to Op Inc margin expansion in Q1 2025
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Hong Kong Connect Flows (April): US$22bn Inflows
We analyzed the Hong Kong Connect Scheme for April and highlighted flows for Alibaba, TraHK HSI ETF, Tencent, Meituan, HSCEI ETF.
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The Effects of New Tariff on Chinese E Commerce
How will Chinese e-commerce companies survive the new tariff regime? We believe at least one of these companies will be hobbled.
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