ECM Weekly (12th June 2022) - Alibaba, Kakao Pay, Thai Life, Tuhu, GoGoX, Net Protection, WM Motor
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
526 Views
GEM Weekly (10 Jun 2022): China, India, Thailand Macro; Ant Financial, Saudi Aramco, Tencent
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
376 Views
Bilibili 1Q2022: Widening Losses and There Is Further Downside
Though 1Q2022 revenues beat consensus, operating losses further widened to 39.4% of revenues. MPUs increased but at the cost of lower ARPU and the...
619 Views
Shanghai/Shenzhen Southbound Connect: Weekly Moves (9 June 2022)
Overall, net inflow was ~US$0.6bn, split (roughly) <US$0.1bn for Shanghai Southbound and US$0.5bn for Shenzhen Southbound.
496 Views
Shanghai/Shenzhen Northbound Connect: Weekly Moves (9 June 2022)
Overall, net inflow was ~US$6.5bn, and was roughly split between Shanghai Northbound (+US$5.5bn) and Shenzhen Northbound (+US$1.0bn).
485 Views