HSI Index Earning Revision (Jul): Jd, CCB, Meituan, BOC, ICBC, Xinyi Solar, Bidu
We analyzed HSI's consensus for Jul 2025 and highlighted changes of EPS in Jd, CCB, Meituan, BOC, ICBC, Xinyi Solar, Bidu.
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HS TECH Index Earning Revision (Jul): Ntes, Jd, Bidu, Meituan, Li Auto, Hua Hong Semi
We analyzed HS TECH's consensus for Jul 2025 and highlighted changes of EPS in Ntes - S, Jd, Bidu, Meituan, Li Auto, Hua Hong Semi, Kingdee Int'L.
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HSCEI Index Earning Revision (Jul): CNOOC, Jd, Meituan, Bidu, BOC, J&T Express
We analyzed HSCEI's consensus for Jul 2025 and highlighted changes of EPS in CNOOC, Jd, Meituan, Bidu, BOC, J&T Express.
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GigaDevice A/H Listing -Strong Long Term Record but Exposed to the Memory Cycle
GigaDevice Semiconductor (603986 CH) (GD), an IC design house, aims to raise around US$1bn in its H-share listing. In this note, we look at the...
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Wuxi AppTec Placement - Momentum Is Very Strong, Though It Is a Bit Opportunistic
WuXi AppTec (2359 HK) aims to raise around US$650m via its H-share placement. In this note, we run the deal through our ECM framework and talk...
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