BYD US$5.2bn Placement - Large Only in Absolute Size, past Deals Have Done Well
BYD (1211 HK) is looking to raise around US$5.2bn via selling 4% additional shares. In this note, we run the deal through our ECM framework.
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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.
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[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.
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MIXUE IPO Trading - Strong Demand, Set to Break the Tea Chain Jinx
Mixue Group (2097 HK) raised around US$450m in its Hong Kong IPO, which was well covered. In this note, we talk about the trading dynamics.
698 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.
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