Monthly Chinese Express Tracker | March, Q125 Growth Solid | But Shares Lag Alibaba (April 2025)
In March and Q125, express volume growth remained firm, and unit price declines should be manageable for most express companies. But as an...
374 Views
ECM Weekly (28 Apr 2025) - Ather, DN Solutions, Lotte, BenQ, Dorf-Ketal, Hi-Think, Kakao, Waaree
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.
411 Views
Ant Group Takes Out Yip's Controlling Stake In Bright Smart (1428 HK)
Looks clean. Just a question of timing. Payment is possible in four to five months. Assuming the top end of that range, pay up to HK$3.09/share, or...
765 Views
May 1st Marks End of US "De Minimis" Exemption that Has Enabled Growth of SHEIN, Temu, & AliExpress
US "de minimis" import rules that have enabled the growth of platforms like SHEIN and Temu will change dramatically this week. We believe the...
16.9k Views
Alibaba (9988 HK): Top Trades and Strategic Insights from HKEX Options Trading
​Alibaba's recent live option strategies feature Diagonal Spreads and protection against low probability tail events, with one strategy trading 100...
632 Views