HKEX – Not So Fast
*Possible Gift to HKEX: Lower equity market velocity - on the back of reduced market volatility, reduced investment income, and ratcheted pressures...
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ECM Weekly (24 May 2020) - NetEase and JD Homecoming, Legend Biotech, Nongfu Spring, Yeahka
Aequitas Research puts out a weekly update on the deals that have been covered by the team recently along with updates for upcoming IPOs. The talk...
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China ADRs Secondary Listing - Holding Foreign Companies Accountable Act - I'm Coming Home
Ever since Alibaba successfully completed its secondary listing in Hong Kong in Nov 2019, markets have been abuzz with news of other companies...
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NetEase (NTES): Revenue Growth Accelerated to Two-Year High, But Underperformed Tencent and Industry
Both the growth rates of total revenues and game revenue accelerated in 1Q2020. However, NTES lost market share to both Tencent and smaller game...
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U.S. Equity Strategy: Round Trip Back To Resistance
Our base case continues to be for near-term consolidation while the market determines the implications of states’ reopening (i.e., the...
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