ECM Weekly (13th Feb 2022) -Krafton, Huitongda, GogoX, Lepu, Adani Wilmar, Vedant, Mitsubishi Estate
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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GEM Weekly (11 Feb 2022): Indonesia, Malaysia, India Macro; Alibaba, Globalwafers, Ant, Bilibili
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
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Tencent: 4Q2021 Earnings to Soften with Decelerating Games Growth and Weak Ad Revenue
We expect Tencent’s 4Q2021E results to show up further weaknesses in the company’s earnings driven by decelerating growth in online games and...
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Alibaba: Hitting the Brakes Hard
With equity markets near a breaking point and no change in investor sentiment towards Alibaba, an earnings miss in 3QFY22 could be potentially more...
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GOGOX IPO Initiation: A Less than Perfect Delivery
GOGOX is pre-marketing an HKEx IPO to raise US$200 million, according to press reports. We believe that the fundamentals are unattractive and we...
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