Aequitas: WuXi XDC Placement - Past Deals Have Been Mixed but Has Strong Momentum
WuXi AppTec (2359 HK) is looking to raise around US$300m via selling some of its stake in WuXi XDC (2268 HK). In this note, we talk about the deal...
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China's Rising Role in Global ADC Partnership Wave - Opportunities and Risks Behind the Gold Rush
As China's ADCs continue to gain recognition from global buyers,the position of Chinese pharmaceutical companies is undergoing fundamental...
618 Views
[Blue Lotus Daily]: ATAT/600754 CH/1211 HK/LI/XPEV/NIO/ZLAB/ARGX/9995 HK/3692 HK
Jinjiang's Oct-Nov RevPAR recovered to 105% of 2019, outperforming industry average. Huawei Harmony Alliance to establish independent stores....
619 Views
HK Connect Flows Weekly (Aug 14th): Minimax, Alibaba, Tencent, Meituan, AIA, China Life, Xiaomi
We analyzed southbound Hong Kong connect flows in the past week and highlighted flows for Minimax, Alibaba, Tencent, Meituan, AIA, China Life,...
135 Views
HK Connect Flows Weekly (Aug 7th): Alibaba, Tencent, Xiaomi, Meituan, Knowledge Atlas, CCB, ICBC
We analyzed southbound Hong Kong connect flows in the past week and highlighted flows for Alibaba, Tencent, Xiaomi, Meituan, Knowledge Atlas, CCB,...
129 Views