China Property: Silver Lining Through the Fog
Getting China property right is crucial for China equity investors. The housing market is not collapsing but stabilizing in our view, gradually...
380 Views
China Consumption Weekly (16 Sep 2024): Alibaba, Tencent, JD.com, Kuai, Hive Box
Alibaba’s Taobao app and Tmall apps decide to accept WeChat Pay. JD will raise employee salaries up to 20 months within two years. Hive Box, a...
277 Views
ECM Weekly (16th Sep 2024) - Midea, Bajaj Housing, 99 Speed, P N Gadgil, Hozon, Trial, NextDC, Via
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.
295 Views
Hong Kong Connect Flows (Sep 13th): $1.5bn Inflows into Baba Post Inclusion
We analyzed southbound Hong Kong connect flows in the past week and highlighted flows for Alibaba, CCB, ICBC, Kuaishou Technology, Tencent,...
363 Views
HK Short Interest Weekly: Meituan, Hscei Etf, CCB, Zto Express, Xiaomi, AIA
We analyzed the latest HK SFC report for aggregate short position as of Sep 6th and highlight short interest changes in Meituan, Hscei Etf, CCB,...
333 Views