Asia Strategy: Our Model Portfolio Outperformed. Focus Themes Intact; No Changes for Now
Our AxJ Model Portfolio outperformed MSCI AxJ. Overwt Korea & stock choice in HK/CN, TW, & Phils helped. Themes - tech investment momentum, CN...
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Eternal Beauty IPO - Not Expensive but Its Not Enticing Either
Eternal Beauty Holdings Limited is looking to raise around US$144m in its Hong Kong IPO. We have looked at the past performance in our earlier...
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[Blue Lotus Daily-TMT Update]:BABA US/JD US/1810 HK/700 HK/NTES US/BIDU US/E-Commerce
Chinese e-commerce giants Eleme and JD.com are ramping up support for merchants and experiencing strong retail sales growth, with JD.com also...
389 Views
Anjoy Foods Group A/H Listing - PHIP Updates and Thoughts on A/H Premium
Anjoy Foods Group (603345 CH), a quick-frozen food company in China, aims to raise around US$300m in its H-share listing. In this note, we talk...
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ECM Weekly (16 June 2025) - Haitian, Sanhua, Kitazato, Primo, Kioxia, Xtalpi, Horizon, Keymed, Wuxi
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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