China Consumption Weekly (11 Dec 2023): BYD, NIO, Meituan, Alibaba, Tencent
BYD offers a reward up to RMB5 million for reporting defamation. NIO denied further layoff. Meituan’s GMV of live broadcasting food delivery...
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SHEIN Versus Amazon: Our Online Shopping Adventure In Pursuit Of Ultra-Cheap Holiday Deals
We wanted to see what all the fuss is about, so we tried ordering identical holiday items from Amazon and upstart Chinese direct-to-consumer...
686 Views
HK Short Interest Weekly: Meituan, Wharf, Leapmotor, Baba, New Oriental, AIA, Xiaomi, HSBC, Lenovo
We analyzed the latest HK SFC report for aggregate short position as of Dec 1st and highlight short interest changes in Meituan, Wharf, Leapmotor,...
329 Views
ECM Weekly (10th Dec 2023) - Toyota, Denso, Rakuten, Evolution, IRCON, REPT, UBTech, Entero
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
556 Views
REPT BATTERO Energy IPO - Fastest Growth, Lowest Margins, No Valuation Discount
REPT BATTERO Energy is looking to raise around US$300m in its Hong Kong IPO. We have looked at the past performance in our earlier notes, in this...
628 Views