1H22 Obex Research Long Portfolio
With the big rate driven selloff in growth stocks, we highlight our top long ideas including ON Semi, Palo Alto Networks, Alibaba, Amazon, and...
317 Views
HK Short Interest: Wuxi Biologics and Wuxi Apptec
We highlight that week-on-week short interests for Wuxi Biologics (2269 HK) and Wuxi Apptec (2359 HK) are going in opposite directions despite both...
259 Views
ECM Weekly (9th Jan 2022) - LG Energy, Hyundai Engineering, JL Mag, 2022 Pipeline, 2021 Performance
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
424 Views
Livestreaming E-Commerce - How the Sector Might Evolve After Viya Fine
Viya was fined for tax evasion and her internet presence erased. We discuss livestreaming e-commerce's cost structure and risks, and how the...
392 Views
Tencent Holdings – From Sea To Shining Sea
TENCENT: Tencent sold 14.5 mn shares in Sea, raising USD 3 bn and reducing its position from 21.3% to 18.7%, Other stake sales will follow.
405 Views