Softcare Pre-IPO - Strong Market Penetration but Gross Margins May Be Capped
Softcare is looking to raise at least US$300m in its upcoming Hong Kong IPO. It is an international hygiene product corporation. In this note, we...
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Asian Equities: Preserving Capital in 2025 – Parallels and Contrasts from 2018
Volatility could rise as trade war escalates. But China exports much less to US now, Korea & Taiwan much more. Our Capital Preservation Basket has...
670 Views
ECM Weekly (10th Mar 2025) - BYD, Japan Post, Mixue, Sanhua, Chifeng, Nanshan, Goertek, Travel Food
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.
654 Views
[Blue Lotus Non-US Internet Weekly, 10/52]: Manus Signals the Excitement of Innovation Has Sunk In
Chinese startups like Manus are exploring AI assistants for monetization, Douyin follows suit with AI-based ads, and NetEase's Where the Winds...
385 Views
J&T Global Express H224 Results: Levers That Drove Earlier Improvement Are Losing Power
J&T Global's H224 earnings appear solid on the surface, but a closer look reveals that drivers of the company's improved profitability in recent...
416 Views