China Internet Weekly (26Sep2022): S.F., STO, YTO, Yunda, JD Logistics, Alibaba, Baidu, Trip.com
Revenues of major express parcel companies grew rapidly in August. JD logistics will provide logistics service to Douyin. In 2Q22, Trip.com's...
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Alibaba: Accelerating Retail Sales, and a Depressed Comp Base, Bode Well for Near-Term Earnings
In this insight, we analyse recent retail sales data, industry top-line and user growth trends, earnings revisions, and valuation levels for...
368 Views
ECM Weekly (25th Sep 2022) - Onewo, Leapmotor, CALB, Socionext, WCP, Sula, Jenscare, EbixCash, Atlas
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
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CALB IPO - Low-End Appears Reasonable but Will Still Need Some Charging Support
CALB aims to raise up to US$1.7bn in its Hong Kong IPO. In this note, we talk about the deal valuations and run it through our ECM framework.
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Hang Seng Index, Tencent, HSBC, HKEX, and Alibaba
After last week's Bear Porn note, this explains best the focus of the note. We have a critical few weeks ahead of us as we open with a gap down on...
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