Hong Kong Connect Flows (February): $6bn Inflows into Alibaba
We analyzed the Hong Kong Connect Scheme for February and highlighted flows for Alibaba, Li Auto, China Mobile and outflows from Tencent.
1.5k Views
[Blue Lotus Non-US Internet Weekly, 9/52]: DeepSeek (DS) New Research Paper Showed 85% Profit Margin
DeepSeek claimed profit margin of 85%, JD's take out initiative doubted, Shopee and Lazada collude to raise commission in SE Asia.
300 Views
ECM Weekly (3rd Mar 2025) - Japan Post Bank, JX Advance, Mixue, Chifeng, JSW Cement, Premier, Guzman
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.
622 Views
Hong Kong Single Stock Options Weekly (Feb 24 – 28): Broad Deterioration
The market saw broad weakness with less than half of optionable stocks up for the week. Put option volumes at 4-month high, pushing Put/Call ratio...
312 Views
ECM Weekly (24th Feb 2025) - JX Advance, Mixue, Hexaware, Geekplus, Trualt, Goodman, Xtalpi, Hyundai
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.
405 Views