Meituan-Dianping Metrics Versus Global Online Food Delivery Peers
In this note we compare Meituan Dianping (3690 HK)’s key metrics from three global online food delivery (OFD) companies (Grubhub Inc (GRUB US),...
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Alibaba (BABA): Expands Again After Stabilizing Margin, 40% Upside
We believe that BABA turned its strategy from profitability to expansion again in 2Q20 (ended September 2020). BABA tried many types of...
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Last Week on China Internet (4Nov19): JD Logistics, 5G, and Sina Layoff
While doing research on Chinese Internet companies, we frequently come across news that merits being highlighted to investors, however, it is not...
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ECM Weekly (3 Nov 2019) - Alibaba, China Feihe, Cal-Comp Tech, Shanghai Kindly, SinoMab, Sinic
Aequitas Research puts out a weekly update on the deals that have been covered by the team recently along with updates for upcoming IPOs. IPO...
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ESR Cayman IPO Trading - Riding (Higher) On Momentum - Some Book Colour, Privatisation Comparison
ESR Cayman (ESR HK)'s IPO was priced at HKD16.80/share and upsized to raise US$1.6bn. In my previous series of insights, links are below, I had...
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