Aequitas: ECM Asia Takeaways from Hong Kong Investor Meetings- Innolight, Shein, A/H Listings, Gcash
We spent the past week meeting ECM focused clients in Hong Kong. This note contains some of the key takeaways from the upcoming listings.
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Auto Monthly Sales Volume - September 2026
Over Apr’26-Sep’26, cumulative 2W domestic sales grew by 17% YoY to 1.14 Cr units, supported by strong performances from TVS Motors (+25%), Eicher...
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Primer: Tata Motors DVR (TTMT/A IN) - Aug 2026
Strategic Demerger to Unlock Value: Tata Motors has demerged its Commercial Vehicles (CV) and Passenger Vehicles (PV) businesses into two...
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Primer: Tata Motors ADR (TTM US) - Aug 2026
Tata Motors is strategically positioned to capitalize on the electric vehicle (EV) transition in India, leveraging its early-mover advantage and...
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EQD | Volatile Roads: Unveiling Risk in the Asian Auto Industry Through the Options Market
​Global auto industry faces tariff risk. The option market assigns the highest risk to Chinese car makers. The Indian auto sector appears least...
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