[Blue Lotus Non-US Internet Weekly, 12/52]: The Tug of War Between JD and Meituan Intensifies
JD.com's measured expansion into O2O/Food Delivery targets premium members. Government recognition of gaming in consumption stimulus measures...
395 Views
Xiaomi US$5.3bn Placement - Relatively Small, Strong Momentum but Is Expensive
Xiaomi Corp (1810 HK) is looking to raise around US$5.3bn via selling 3% additional shares. In this note, we run the deal through our ECM framework.
962 Views
ECM Weekly (24th Mar 2025) -JX Advance, DN Solutions, Nanshan Aluminimum, Anthem, EAAA, Judo Capital
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.
498 Views
Meituan (3690 HK): Expected Move on Profit Announcement and Option Insights
First post-earnings trading session for Meituan in Asia today. On Friday, after earnings, the stock lost 6.4% in Europe (9MDA.F, -) and 5.1% in the...
573 Views
Merger Arb Mondays (24 Mar) - HKBN, ESR, Canvest, Vesync, Seven & I, Proto, Makino, Spartan
We summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
540 Views