ECM Weekly (4 August 2025)-Meituan, LG CNS, Wuxi AppTec, SICC, NSDL, Aditya Info, GigaDevice, WeWork
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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Japan Morning Connection: TEL Numbers Miss Weighs on US Semi-Caps Despite MSFT and META Capex Plans
​Pharma industry faces pressure to cut costs as Trump demands, Applied Digital jumped after numbers beat and announcement on increased AI computing...
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Bank of Japan’s Rate Decision on 31 July: Market Calm, Watch for Tail Risk
Reminder: The Bank of Japan’s policy decision is due today around noon (31 July). Markets remain calm, with the Nikkei 225 and implied volatility...
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Japan Morning Connection: Big Boosts to AI Capex Plans for MSFT and META Will Lift Japan SPE
Teradyne reported that their testing segment was their standout performer which should be a positive for Advantest and related. Dempened mood for...
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Meituan Possible US$4bn Selldown - Will End up Being Well-Flagged but Sentiment Isn’t Great
As per recent media reports, Prosus has begun selling some of its stake in Meituan. Although for now it appears to be selling on market instead of...
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