The Impact of Trump's Tariffs on China Healthcare - The Victims, And the Safe Haven Assets
As tariff war is heating up, some sectors in China healthcare will be victims, but there will also safe haven assets.The logic behind tariffs is to...
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ECM Weekly (7 Apr 2025) - CATL, Maynilad, Chagee, Lotte Logistics, Sigenergy, Duality, Wuxi XDC
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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A-H Premium Weekly (Apr 4th): Joinn Lab, Beigene, Qinhuangdao Port, Sichuan Expressway
We analyzed A-H premium changes in the past week and highlight A-H premium changes for Joinn Lab, Beigene, Qinhuangdao Port, Sichuan Expressway.
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China Healthcare Weekly (Apr.6) - SASAC to Encourage SOE M&A, WuXi AppTec Disposed XDC Shares Again
China innovative drug industry will see big financial gains through licensing cooperation. The SASAC released new policy to encourage SOE M&A.WuXi...
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Wuxi XDC Placement - Following Biologics Playbook, past Deals Have Been Mixed
WuXi AppTec (2359 HK) aims to raise around US$250m via selling around 3.5% stake in WuXi XDC Cayman (2268 HK). In this note, we talk about the deal...
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