The Biggish Sep 2023 "Wednesday-Thursday Trade" With Added Monday/Friday Flavour

ECM Weekly (24th Sep 2023) - Cainiao, J&T, Midea, Kokusai, Seoul Guarantee, Barito, Integral, DPC

Barito Renewables IPO - Quick Peer Comparison & Thoughts on Valuation - Good Assets but Bad Price

Alibaba (BABA): Overly Impacted, Accumulate Before 3Q22 Result

Alibaba (BABA): 3Q22, Transforming Missions Going Under Slow Quarter

China ADRs Delisting - Tide Is Turning with CSRC Showing Signs of a Compromise

Gravity Works As WeWork Doesn't; Now Plan B

Bifurcated Chinese Express Market Developing

Overseas Chinese Equities, Aequitas Research

Ming Lu

Overseas Chinese Equities

IPOs and Placements coverage across Asia Pacific

Aequitas Research

We cover all listing across the Asia Pacific along with follow-up placements. As of Dec 2020, our team had covered 539 IPOs with a hit rate of 73.5% and 685 placements with a hit rate of 66.8%.

We combine fundamental bottom-up views with our proprietary quantitative framework to provide a holistic coverage across new listings and placements. Our coverage includes pre-IPO notes before the deal is launched, follow-up analysis once the deal is live and post-listing trading analysis as well.

Equity Bottom-Up

<ul>
<li>Shanghai is in lockdown and citizens are finding it hard to get enough food.</li>
<li>Community group purchase has been taking consumers from e-commerce apps.</li>
<li>The central government reiterates the zero-COVID policy, but the Omicron variant is spreading with very few death cases.</li>
</ul>


Shanghai is in lockdown and citizens are finding it hard to get enough food.
Community group purchase has been taking consumers from e-commerce apps.
The central government reiterates the zero-COVID policy, but the Omicron variant is spreading with very few death cases.


Alibaba (BABA): Shanghai and Its E-Commerce Under Lockdown

Alibaba (ADR)

Alibaba (BABA): Shanghai and Its E-Commerce Under Lockdown