EQD | Hong Kong Index Options Weekly (HSI and HSCEI January 13-17): Long Vol Gets a Caution Flag
HSI saw a sudden upward trend, supported by Tencent's stability. Implied vols softer with caution warranted for long vol positions due to evolving...
281 Views
ECM Weekly (20th Jan 2025) - Guming, LG India, Schloss (Leela), Freetech, Chongqing Terminus, Murata
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.
764 Views
HK Connect SOUTHBOUND Flows (To 17 Jan 2025); Again Big Net Buying by SB, Again on Tech
SOUTHBOUND continues to buy heavily in tech and finance. Gross flows remain light but net flows are very strong. AH Premia are now the lowest in...
830 Views
Asian Equities: US Exceptionalism Vs Asian Valuation Allure
Asia's slightly lower EPS growth & ROE than US's don't justify the huge discount the former trades at. EPS est decline is a worry though. Our top...
717 Views
Guming Holdings (Goodme) Pre-IPO - Peer Comparison & Thoughts on Valuation
Guming Holdings (GUM HK) (Guming) is looking to raise US$300m in its upcoming Hong Kong IPO. In this note, we undertake a peer comparison and...
892 Views