ECM Weekly (10th Mar 2025) - BYD, Japan Post, Mixue, Sanhua, Chifeng, Nanshan, Goertek, Travel Food
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.
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HK Connect SOUTHBOUND Flows (To 7 Mar 2025); Big Volumes, Big Net; Tech, Banks, and Telecoms
HK Connect SOUTHBOUND investors bought another HK$35bn on a net basis while trading high gross volumes again. Tech led, but banks were among the...
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Overview #18 - Tipping Point Arrived for Major Trend Changes?
A review of recent events/data impacting our investment themes and outlook. Can HK/China stockmarkets decouple from a US bear market
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The HSI PUT: Hedging Strategies for an Overextended Rally
The HSI Index is defying gravity, up over 30% from its recent lows, but our models suggest it is very overbought, indicating a potential...
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Hang Seng Index (HSI): Trends in PUT Strikes and Open Interest Visualized in Animation and Charts
Traders are heavily positioned in Hang Seng Index put options at 19,000 and 20,000 strike levels, indicating protection against major market...
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