Splitting Hairs: Chinese Consumer Names Are Still Not Cheap - Need a Mindset Change
In mid-June, I met Naveen Pandey, the newish-CEO of Bajaj Consumer Care, an Indian listed company. That I was impressed is an understatement; the...
115 Views
Aequitas: Moore Threads Technology A/H Listing - Peer Comparison and Thoughts on Valuations
Moore Threads Technology (688795 CH), a domestic GPU producer, aims to raise over >US$1bn in its H-share listing. In this note, we undertake a peer...
102 Views
Aequitas: Moore Threads Technology A/H Listing - Early Look - One of the Fast Growing Little Giants
Moore Threads Technology (688795 CH) (MTT), a domestic GPU producer, aims to raise over >US$1bn in its H-share listing. In this, note we look at...
118 Views
Aequitas ECM Weekly (28 September 2026)- Tencent, NSE, GCash, Ligent, Kinwong, Robo, Direct Drive
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.
192 Views
CX Daily: Project to Beat Back the Sahara Struggles to Take Root, Even With Chinese Expertise
TOP STORIES Green / In Depth: Project to beat back the Sahara struggles to take root, even with Chinese expertise Some 11 countries launched the...
200 Views