Alibaba (BABA US): Margin Pressure Overstated
We believe consensus overstates margin pressure for Alibaba March quarter results, which will usher in an mild earnings recovery cycle that lead us...
781 Views
Zeekr IPO - Missed Targets and Related Party Deals - We Would Stick to the Bottom-End
ZEEKR (ZK US), a premium EV brand by Geely Auto (175 HK), aims to raise around US$370m in its US listing. In this note, we look at the recent...
361 Views
Alibaba (BABA US) 4Q24 Preview: Many Moves Under One-Digit Growth, 46% Upside
We believe Alibaba has been actively raising its revenue growth, but this the effect cannot be seen in the short run. We conclude the stock has an...
336 Views
TBO Tek IPO - RHP Updates & Quick Thoughts on Valuation
TBO Tek (0395045D IN) is looking to raise approximately US$200m in its upcoming India IPO. In this note, we provide a summary of its RHP updates...
280 Views
ECM Weekly (6th May 2024) - Aadhar, Indegene, TBO Tek, Super Hi, China Resources Bev, Honasa, Worley
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
377 Views