ECM Weekly (4th Feb 2024) - Ola Electric, Mixue, Citicore, Amer, Thai Credit, Indus Tower, MTAL
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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Mainland Connect NORTHBOUND Flows (To 2 Feb 2024): Decent Net Buying, But Reversionary Net Flows
NORTHBOUND Connect saw net buying for the second week in a row. +9.9bn RMB vs last week's +12.1bn RMB. Big news in a Very Down Week ahead of...
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[Blue Lotus Daily]:BIDU/1810 HK/BZ/300750 SZ/1211 HK/LI/XPEV/NIO/TCOM/ATAT/3690 HK
Samsung plans to integrate Baidu's language model into Galaxy S24; EV deliveries show recovery; and travel trips exceed expectations during the...
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CX Daily: Chinese EV Drive Into Thailand Galvanized by Smog and Subsidies
Thailand / In Depth: Chinese EV drive into Thailand galvanized by smog and subsidies Choking smog is rising to the top of Thailand’s political...
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[Blue Lotus Daily]:ACMR/300750 SZ/DIDI/NIO/1810 HK/TCOM/LKNCY/2269 HK
Samsung Galaxy S24 pre-orders in South Korea reach nearly 1.2 million units; Luckin Coffee reduces registered capital by US$400mn; US Congress...
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