ECM Weekly (12 May 2025) - CATL, Hengrui, Ather, Drinda, Green Tea, Swiggy, Sagility, Niva Bupa
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.
542 Views
Merger Arb Mondays (12 May) - ESR, NTT Data, Shibaura, Torii, Imagica, Zeekr, Sinarmas, Gold Road
We summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
753 Views
SHEIN Vs Amazon, Part II: What Changed Since Our Last Shopping Adventure? SHEIN Cost Nearly Tripled!
Our personal shopping "experiment" suggests that SHEIN has lost most of the price advantage it enjoyed over US eComm giant Amazon a year and a half...
661 Views
[Blue Lotus Daily-TMT Update]:BIDU US/JD US/PDD US/AAPL US/BILI US/700 HK
Baidu partners with CAR Inc for autonomous ride-hailing, JD.com launches tech talent program, Pinduoduo sees slight increase in service fees.
383 Views
HK Short Interest Weekly: BYD, Meituan, Jd, Kingsoft, China Mobile, CNOOC
We analyzed the latest HK SFC report for aggregate short position as of Apr 25th and highlight short interest changes in BYD, Meituan, Jd,...
516 Views