Meituan (3690 HK): Turning Cautiously Positive
Meituan has lost 25% market cap since we flagged it as high conviction sell last December. We consider risks largely priced in due to earnings cut...
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ECM Weekly (4th Feb 2024) - Ola Electric, Mixue, Citicore, Amer, Thai Credit, Indus Tower, MTAL
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
658 Views
HK Connect SOUTHBOUND Flows (To 2 Feb 2024); Net Selling (Much Tech), Net SOE Buying, Still
SOUTHBOUND Connect saw net outflows every day and ended the week at -9.4bn HKD. Lots of tech selling. Lots of momentum-action (selling what was...
518 Views
[Blue Lotus Daily - TMT Update]: 3690 HK/700 HK/JD/1797 HK
A large brand temporarily suspends food delivery on Meituan, possibly due to subsidiary; "Fight of the Golden Spatula" tops Chinese iOS Grossing...
401 Views
[Blue Lotus Daily]:BIDU/1810 HK/BZ/300750 SZ/1211 HK/LI/XPEV/NIO/TCOM/ATAT/3690 HK
Samsung plans to integrate Baidu's language model into Galaxy S24; EV deliveries show recovery; and travel trips exceed expectations during the...
403 Views