Asian Equities: What if There's a US Recession?
US recession chatter is back. US declined less than Asia in past recessions. This time it could be different. Valn derating, not EPS cuts, drove...
542 Views
Monthly Chinese Express Tracker | Volume, Price Trends | ZTO Rejoins Volume Game | (March 2025)
Combined January-February parcel volume growth moderated, but it's too early to say this is a departure from trend. We're now more concerned about...
366 Views
[Blue Lotus Non-US Internet Weekly, 12/52]: The Tug of War Between JD and Meituan Intensifies
JD.com's measured expansion into O2O/Food Delivery targets premium members. Government recognition of gaming in consumption stimulus measures...
398 Views
Xiaomi US$5.3bn Placement - Relatively Small, Strong Momentum but Is Expensive
Xiaomi Corp (1810 HK) is looking to raise around US$5.3bn via selling 3% additional shares. In this note, we run the deal through our ECM framework.
964 Views
ECM Weekly (24th Mar 2025) -JX Advance, DN Solutions, Nanshan Aluminimum, Anthem, EAAA, Judo Capital
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.
503 Views