[Blue Lotus Daily - TMT Update]:NTES/BABA/SE/MELI/AMZN/MGLU3 BZ/690 HK/TCOM/700HK/BIDU/PDD/JD
Naraka Mobile set to launch on July 25, leading Brazil retailer partners with AliExpress, Douyin increases software service fees for life services.
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[Blue Lotus Daily]:1810 HK/JD US/ATAT US/BEKE US/981 HK
Xiaomi EV deliveries rebound, smartphone sales volume grows, Atour Planet sees significant GMV growth during 618 promotion.
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ECM Weekly (24th June 2024)-Webtoon, Guzman, Black Ses, Johor Plant, Bajaj Housing, Infratil, Mizuho
Aequitas Research's weekly update on the IPOs, placements, lockup expiry and other ECM linked events that were covered by the team over the past week.
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Sensetime Placement - Seems Highly Opportunistic
SenseTime Group (20 HK) aims to raise up to US$263m via selling around 4.5% stake. In this note, we run the deal through our ECM framework.
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Black Sesame Pre-IPO - PHIP Updates - Unable to Shake off Its Loss-Making Tendencies
Black Sesame Technologies (BLACKSES HK) is looking to raise around US$300m in its upcoming Hong Kong IPO. In this note, we discuss Black Sesame’s...
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