ECM Weekly (31st Mar 2025) - Xiaomi, NIO, FCT, Gigabyte, DN Sol, Nanshan Al, Zenergy, LXJ, Veeda
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
EM Stock Rotation: China & HK Stocks Take Centre Stage
Over the past six months, China and HK stocks have dominated the list of rising exposures among active emerging market funds.
238 Views
Hang Seng Indexes: FAF Methodology Change for Secondary Listings; Over US$1bn to Buy in NetEase
The big buys are up in the last week: NetEase (+3.75%), Baidu (+2.1%), Trip.com (+1.8%) while the headline indices are down: HSI (-1.1%), HSCEI (...
1.7k Views
Merger Arb Mondays (31 Mar) - ENN Energy, ESR, Vesync, Seven & I, Topcon, Sinarmas Land, Gold Road
We summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
946 Views
JD.com (9618 HK): Strategic Highlights and Market View from HKEX Top Trades
Analysis of JD.com option strategies on HK Exchange: Bearish strategies dominate, long tail events with minimal upfront cost target significant...
660 Views