[Blue Lotus Macro]: Economic Stimulus Shouldn’t Be Pain Killers
To stay ahead, Chinese companies must keep themselves cost competitive. But their equities offer the long-term hope to replace real estate as nest...
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Black Sesame Pre-IPO Tearsheet
Black Sesame International Holdings (BSIH) is looking to raise around US$300m in its upcoming Hong Kong IPO. The deal will be run by CICC and Huatai.
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[XPeng Inc. (XPEV US, BUY, TP US$13.7) Target Price Change]: Buy on More Visibility of Future Growth
We reiterate a rebound of sales momentum starting from 2Q23, driven by 1) increased order intake of P7i and G6; 2) faster channel expansion than...
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China TMT Update June 29-NIO/XPEV/BEKE:NIO's New Order Intake;Xpeng Likely to Slightly Beat;
NIO: NIO's new order intake in June exceeds 20k units (+);XPEV: Xpeng is likely to slightly beat 2Q23 guidance (+);BEKE：Property transactions in...
506 Views
ECM Weekly (25th June 2023) - Tryt, Shiyue Daotian, Keep, SML, HDFC, Shriram, Tata Tech, Doosan, J&T
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
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