JD/PDD/E-Commerce Sector Report: JD May Have Better-Than-Expected Performance in 618
Our recent channel check suggests that JD's YoY growth during this year's 618 may exceed 15%, higher than the 10% growth seen in 2022. We raise...
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JD Property Pre-IPO Peer Comparison - Small Amongst Giants, and Sentiment Isn't the Greatest
JD Property (JDP HK) is looking to raise about US$1bn in its upcoming Hong Kong IPO. In this note we will undertake a peer comparison.
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JD Property IPO: The Bull Case
The key elements of the bull case rest on large addressable markets, market share gains, reducing dependence on JD Group, core business’...
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HK Short Interest Weekly: Baba, BYD, Jd, Kuaishou, Jd Logistics, CCB, Ntes
We analyzed the latest HK SFC report for aggregate short position as of Jun 2nd and highlight short interest changes in Baba, Byd Company, Jd,...
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ECM Weekly (11th June 2023) - Alibaba, Tencent, PDD, Redox, Amman, Kotak, Infratil, Skymark
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
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