ECM Weekly (8th Oct 2023) - Kokusai, J&T Global, Doosan, Cainiao, Ecopro, UBox, JSW Infra, Seibu
Aequitas Reserach puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
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CALB IPO Lock-Up - US$2.6bn Lockup Release but Mostly SOE Owned
CALB Group (3931 HK) raised around US$1.2bn in its Hong Kong IPO in Oct 2022. The lockup on its pre-IPO shareholders will expire tomorrow.
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[Week 5] Namaste India 🙏 | BYD (1211 HK) | Playing Defence
​Bullish market sentiment favours INDA/SMIN Long/Short strategy; BYD showroom visit reveals defensive strategy in India; other names include Asian...
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Quiddity A/H Premium Tracker (To Sep28): Hs Suffer Vs As Despite Inflows
Quiddity's A-H Premium Tracker (tables, charts, and measures to track A/H premium positioning and flows). 46 recommendations.
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Northbound Flows Monthly (September): $5.3bn of Outflows
We analyzed the Shanghai/Shenzhen Connect Scheme for September and highlight flows for BYD, Bank Of Jiangsu, Wuxi Apptec, CATL, Moutai and Wuliangye.
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