ECM Weekly (17th June 2024)-Shift Up, Webtoon, Quantum, Guzman, MaoGeping, Johor Plant, Telix, Atour
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.
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Growth of SHEIN, Temu Appears to Be Boosting Asia-US Air Cargo Volume & Pricing
There are signs that SHEIN and Temu are boosting Asia-to-US air cargo volume and pricing. We estimate the two platforms account for as much as 40%+...
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[Blue Lotus Daily - TMT Update]:BABA /9699HK/DADA/JD/PDD/ZTO/1519 HK/3690 HK/NTES/TCOM/ATAT
​Taobao/Tmall offers one-hour delivery to merchants, NetEase unveils new game FragPunk for 2025 launch, travel consumption during Dragon Boat...
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[Blue Lotus Daily - TMT Update]:1024HK/BABA US/BIDU US/NTES US/700 HK
​Kuaishou launches AI video tool "Kling", Alibaba releases GPT-4 level AI model Qwen2, NetEase to conduct public server stress test for .
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Mao Geping Cosmetics Pre-IPO - Riding on the Founder’s Reputation
Mao Geping Cosmetics is looking to raise around US$300m in its upcoming Hong Kong IPO. In this note, we talk about the company's past performance.
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