Energy Shock Is Not Symmetric — Why China Wins This Cycle (Part 2)
Energy shock widens earnings: Long China (stable power), short LNG-exposed hubs (margin squeeze). Focus on cost competitiveness over growth. Timing...
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Asian Bank HY Credit Weekly: Liquidity Overpowers Coronavirus in Credit
Liquidity changes everything. Liquidity dominated global credit markets this week creating a FOMO (fear of missing out) investor environment,...
604 Views
Hong Kong IPO Analytics - Regular Cornerstone Investors and Track Record
At the beginning of this year, we at Aequitas Research, wrote on IPO analytics of deals across Asia-Pacific from 2016 to 2018. If you have not read...
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HK IPO Analytics 1H2019: MS and CICC Stand Out
At the beginning of this year, we at Aequitas Research wrote on IPO analytics of deals across Asia-Pacific from 2016 to 2018. If you have not read...
886 Views
CSSC (HK) Shipping Post-IPO Trading: Poor Debut Within Expectation but Valuation Still Rich
CSSC Shipping's IPO was priced near the low end and started trading today. We have highlighted in our earlier note that the IPO valuation is rich,...
976 Views