The Week That Was in ASEAN@Smartkarma - Sea Ltd's Blindside Win, ROTI's Freshly Baked, and Prodia
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
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China Internet Weekly (13Mar2023): ZTO, Meituan, Alibaba, Trip.com, Dada, JD.com
Grizzly Research LLC publishes a short selling report on ZTO. Meituan plans to give up on direct sales of car hailing. Dada, which was acquired...
359 Views
[Alibaba (BABA US) Target Price Change]: No Growth in March Promotion, Cut TP to US$100
Based on our recent checks, we expect that Tmall sales in the march promo were weaker-than-expected, especially in apparel and beauty make-up. We...
357 Views
HK Short Interest Weekly: Tencent, Meituan, Hsbc, Bidu, Hkelectric, Goldwind, Zijin Mining
We analyzed the latest HK SFC report for aggregate short position as of Mar 3rd and highlight short interest changes in Tencent, Meituan, Hsbc,...
390 Views
ECM Weekly (12th Mar 2023) - Meituan, Japan Post Bank, SBI Sumishin, JFW, Ventia, Doosan, DXN, DPC
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
440 Views