Zomato Lock-Up - A US$650m+ Worth Acquisition Linked Lockup Release
In Aug 2022, Zomato completed the acquisition of Blinkit’s outstanding shares via issuing its own shares. These issued shares will come up for...
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[Blue Lotus Sector Update]: Time to Buy China Internet and Consumer Names
We view the rallies in Chinese Internet and Consumer names to be sustainable in C3Q23 as regulatory environment to be both favourable and macro...
275 Views
ECM Weekly (6th August 2023) - Concord Biotech, SBFC Fin, Fadu, Mitsui Fudosan, Capitaland Ascott
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
439 Views
Hong Kong Connect Flows (July): Meituan, Kuaishou, CNOOC, PetroChina, Tencent, BYD, HSBC, HKEx
We analyzed the Hong Kong Connect Scheme for July and highlight flows for Meituan, Kuaishou, CNOOC, PetroChina, Tencent, BYD, HSBC, HKEx.
721 Views
[Blue Lotus Multi-Platform Sector Update]: ByteDance Forecasts and Implications for China Internet
We estimate that ByteDance's domestic ad revenue/eCommerce GMV/local lifestyle GTV will grow by 17%/50%/134% this year. We prefer Tencent, iQiyi,...
250 Views