[Blue Lotus Daily - TMT Update]:700 HK/JD US/AAPL US/1810 HK/2618 HK/BABA US/PDD US/VIPS US/3690 HK
New mobile game DnF Mobile has successful launch in HK, iPhone prices slashed for shopping festival, JD cracks down on "big enterprise disease"...
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Alibaba/JD.com: Thoughts On The Recent Convertible Bond Issuance
I think the convertible debt structures makes sense and it is beneficial for both companies to buy back as much as possible at the current share...
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Baidu: Priced to Fail
In this insight, we analyse Baidu’s search query and digital advertising revenue market share trends, revenue growth outlook, margin expansion...
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ECM Weekly (27th May 2024) - Renesas, AUB, Modec, Tata Tech, MUFG, Shift Up, Novelis, Shulan
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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HK Connect SOUTHBOUND Flows (To 24 May 2024); Strong Bank Buying and Tech Selling Continues
SOUTHBOUND flows continue to be strong. This week saw nearly HK$8bn bought on Banks and banks were top inflows. Some of this may be National Team...
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