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.
445 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.
730 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,...
263 Views
Emerging Market Funds: Top-Down Positioning and Fund Flows Update
Asia underweight funds LATAM overweight. Asia’s ‘big 4’, account for 64% of the average fund. MENA region suffers from a lack of ownership, Tech...
291 Views
Prosus: The More Things Change…
In this insight, we analyse Prosus’s discount to NAV with specific referrals to holding structure changes, the ongoing buyback program,...
290 Views