The Week Ahead: US Inflation, Fed, Quarterly Rebalancing
JSE Dec rebalance - passive buys and sells in Thursday’s closing auction. JSE indices get rebalanced in the closing auction on Thursday.
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Mankind Pharma Placement - Its Expensive, but at Least It’s High Quality
A group of shareholders is looking to raise around US$600m via selling a 6.9% stake in Mankind Pharma. We had looked at the lockup release earlier.
439 Views
IMotion Automotive Pre-IPO - Refiled PHIP Updates - Lack of Competitive Edge Starting to Show
IMotion Automotive Technology (1812706D CH) is looking to raise about US$100m in its upcoming HK IPO, after downsizing from an earlier reported...
306 Views
China Consumption Weekly (11 Dec 2023): BYD, NIO, Meituan, Alibaba, Tencent
BYD offers a reward up to RMB5 million for reporting defamation. NIO denied further layoff. Meituan’s GMV of live broadcasting food delivery...
364 Views
A/H Premium Tracker (To 8 Dec 23): H Down Vs A, Again, Despite SOUTHBOUND Buying; Pharmas Weak
Hs in H/A Pairs have underperformed their As by nearly 3% in two weeks despite SOUTHBOUND buying. This week sectors were mixed (last week every one...
371 Views