ECM Weekly (26 May 2025) - CATL, Hengrui, Eastroc, Haitian, Schloss, Aegis, Hyundai Marine, Pony
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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[Blue Lotus Daily-TMT Update]:700 HK/BIDU/AAPL/BABA US/3690 HK/PDD US/TCOMUS/1024 HK/WRD US/PONY US/
​Tencent upgrades QQ Browser with AI, launches Final Fantasy 14 Mobile beta; Alibaba and Apple's AI collaboration under US government scrutiny.
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Didi Global Q424 Results: Another Set of Solid Numbers from China's Ride Hailing Giant
Didi Global reported solid Q424 numbers last week, with most key metrics improving Y/Y. We believe the company could pursue an(other) IPO this year...
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Major Top for the U.S. Dollar (DXY) = Risk-On; Bullish Outlook Despite Near-Term Downside Risk
Major Top for the U.S. Dollar $DXY = Risk-On; Bullish Outlook Intact on $ACWI despite near-term downside risk. We remain bullish if $ACWI > $116,...
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[Blue Lotus Non-US Internet Weekly, 7/52]: Xi's Meeting with Ma Went Way Beyond Just Reconciliation
​Western media praised Xi's handshake with Ma as historic, but missed the mark. Alibaba's moves could impact Pinduoduo and JD.com, highlighting its...
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