ECM Weekly (4 August 2025)-Meituan, LG CNS, Wuxi AppTec, SICC, NSDL, Aditya Info, GigaDevice, WeWork
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.
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HS TECH Index Earning Revision (Jul): Ntes, Jd, Bidu, Meituan, Li Auto, Hua Hong Semi
We analyzed HS TECH's consensus for Jul 2025 and highlighted changes of EPS in Ntes - S, Jd, Bidu, Meituan, Li Auto, Hua Hong Semi, Kingdee Int'L.
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HSCEI Index Earning Revision (Jul): CNOOC, Jd, Meituan, Bidu, BOC, J&T Express
We analyzed HSCEI's consensus for Jul 2025 and highlighted changes of EPS in CNOOC, Jd, Meituan, Bidu, BOC, J&T Express.
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GigaDevice A/H Listing -Strong Long Term Record but Exposed to the Memory Cycle
GigaDevice Semiconductor (603986 CH) (GD), an IC design house, aims to raise around US$1bn in its H-share listing. In this note, we look at the...
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Meituan Possible US$4bn Selldown - Will End up Being Well-Flagged but Sentiment Isn’t Great
As per recent media reports, Prosus has begun selling some of its stake in Meituan. Although for now it appears to be selling on market instead of...
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