JD.Com: Losing Its Appeal?
JD.com remains a very well owned stock among institutional investors, at a time when performance is anything but stellar so far this year.
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New Oriental Education & Technology: Back From the Dead
MSCI China Funds are starting to engage with New Oriental Education & Technology after a big exodus in 2021 following China’s Tech Crackdown.
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Honasa Consumer IPO - Thoughts on Valuations
Honasa Consumer, a beauty and personal care company, is looking to raise about US$200m in its upcoming India IPO. In this note we talk about...
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China Consumption Weekly (30 Oct 2023): Alibaba, Trip.com, New Oriental, Weibo
JD is competing with a broadcaster on Alibaba’s app. Trip.com’s domestic orders during National Holidays were double last year. New Oriental’s...
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ECM Weekly (29th Oct 2023) - Kokusai, J&T, Midea, Wuxi XDC, Cirrus, Cello World, Honasa, SIA
Aequitas Research 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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