HK Connect SOUTHBOUND Flows (To 31 May 2024); Private Tech, Energy/Financial SOEs See BIG Net Buys
HK SOUTHBOUND Connect sees big flows, yet again, and net buying every day, yet again. This week was Energy and Finance SOEs but every sector saw...
488 Views
Tencent/Netease: Major Names Get Zeroed in May, Smells of Common Prosperity?
​China approves May batch of games at a higher rate than in 2023, but slower than March. We observed that there is no mobile game approval for...
691 Views
ECM Weekly (27th May 2024) - Renesas, AUB, Modec, Tata Tech, MUFG, Shift Up, Novelis, Shulan
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
471 Views
[Kuaishou (1024 HK, BUY, TP HK$83) Target Price Change]: Out-Performance in Off-Season Thanks to GAI
​Kuaishou's strong revenue and income performance, driven by Generative AI, prompts analysts to reiterate BUY rating and raise target price to HK$83.
619 Views
KS / Kuaishou (1024 HK): 1Q24, Strong GMV and Historical High Op Margin Again
In 1Q24, revenue grew by 17% YoY and e-commerce GMV grew by 28% YoY. Both the operating margin and the operating profit reached historical highs in...
361 Views