The Effects of New Tariff on Chinese E Commerce
How will Chinese e-commerce companies survive the new tariff regime? We believe at least one of these companies will be hobbled.
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[Blue Lotus Daily-TMT Update]:700 HK/TME US/PDD US/BIDU US/AI Sector Update
AI company DeepSeek R2's technical details leaked, WeChat integrates gift feature, Tencent Music in talks to acquire Ximalaya audiobook app.
462 Views
Hainan Drinda New Energy (A/H IPO) - Business Was Acquired for 1/3rd the Price, Three Years Ago
Hainan Drinda Automotive Trim (002865 CH) plans to raise up to US$234m via its A/H listing. In this note, we look at the past performance and talk...
470 Views
CX Daily: China’s Pet Boom Bites Back
Pets / In Depth: China’s pet boom bites back China-Brazil /Trade war is a trade opportunity for Brazil, São Paulo mayor says Canton Fair /In...
255 Views
ECM Weekly (28 Apr 2025) - Ather, DN Solutions, Lotte, BenQ, Dorf-Ketal, Hi-Think, Kakao, Waaree
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