Alibaba (BABA US): Record Fine - Grin and Bear It as Better Days Are Ahead
A record-setting fine related to the antitrust violations was imposed on Alibaba on Friday. Find out why we think this is a positive outcome for...
315 Views
Alibaba (BABA) Fine – Close, but No Cigar
SAMR's fine on Alibaba is a positive step in the process of resolving regulatory risk, but we are not there yet, in our view; unresolved issues...
304 Views
Tencent Holdings – What Wasn’t Said
TENCENT HOLDINGS: Tencent receives a premium valuation which will be eroded over time, as it likely will be required to create an FHC. No matter...
283 Views
Anjuke IPO Initiation: Home Truths
Anjuke is seeking to raise $1 bn through an HKEx IPO. Notwithstanding the optics of the privatisation and relisting trade, we believe that the...
339 Views
ECM Weekly (11th April 2021) - Tencent Block, WeDoctor, YiShengBio, Trip HK, Visional, Macrotech Dev
Aequitas Research puts out a weekly update on the deals that have been covered by the team recently along with updates for upcoming IPOs.
381 Views