Paytm (One 97) Lockup - US$4bn+ Lockup Expiry, Some Large Shareholders Are Underwater, a Lot Aren’t
In Nov 2021, Paytm raised around US$2.2bn via selling a mix of primary and secondary shares in its IPO. In this note, we talk about the upcoming...
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China Internet Weekly (14Nov2022): NetEase, Activision Blizzard, Alibaba, Tencent, IQiyi, Suning.com
NetEase and Activision Blizzard will possibly terminate their cooperation next January. Singles’ Day sales are not successful. iQiyi announced...
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HK Short Interest Weekly: Kuaishou, Li Ning, China Shenhua, BYD Electronic
We analyzed the latest HK SFC report for aggregate short position as of Nov 4th and highlight short interest changes in Kuaishou, Li Ning, China...
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ECM Weekly (13th Nov 2022) - I-Tail, Blibli, Nykaa, PB Fin, Five Star, Archean, GDRs, Axis Bank
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
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BABA: Timing Is Ripe to Build Positions
Alibaba's fundamental is approaching a turning point after a two year downturn. This will trigger a meaningful re-rating which will see above 30%...
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