ECM Weekly (16 June 2025) - Haitian, Sanhua, Kitazato, Primo, Kioxia, Xtalpi, Horizon, Keymed, Wuxi
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.
530 Views
Quiddity Leaderboard HSIII Sep25: Some Changes to Expectations; Trade Idea Successful
The SHORT Expected DEL Net Dragon vs Peers trade has generated a strong positive return during the last month. This could continue over the next...
541 Views
Quiddity Leaderboard HSTECH Sep25: 1 Low-Conviction Change + 1 FAF Revision; US$1.3bn One-Way
We expect high-impact index flows for the ADD, DEL, and the FAF-revision names. There could be multiple days of volume to trade for these names if...
641 Views
HS TECH Index Earning Revision (May): Xiaomi, Ntes, Meituan, Jd, Smic, Horizonrobot
We analyzed HS TECH's consensus for May 2025 and highlighted changes of EPS in Xiaomi, Ntes - S, Meituan, Jd - Sw, Smic, Horizonrobot, Hua Hong Semi.
599 Views
Hong Kong Connect Flows (May): Inflows Slowed Down
We analyzed the Hong Kong Connect Scheme for May and highlighted flows for Tencent, Meituan, Xiaomi, CCB, China Mobile. Inflows in May is slowed...
627 Views