Mixue Pre-IPO: Reliable Price Advantage – An On-The-Ground Viewpoint
We believe Mixue’s low prices are fit for the current weak economy. A “freshly made” price lower than Mixue’s will compete with bottled drinks. We...
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Monthly Chinese Express Tracker | Volumes Remain Firm | Domestic Pricing Worsens (January 2024)
Industry volume growth remains firm, but price pressure on domestic 'sort and transport' companies continued to increase in December. We expect SF...
298 Views
HK Short Interest Weekly: HSBC, China Mobile, Shk Ppt, Wuxi Bio, Kuaishou, Li Auto
We analyzed the latest HK SFC report for aggregate short position as of Jan 19th and highlight short interest changes in HSBC, China Mobile, Shk...
381 Views
ECM Weekly (28th Jan 2024) - Renesas, FCT, Genda, Amer, Guming, FirstCry, Thai Credit
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
2k Views
[Blue Lotus Daily - TMT Update]:Gaming Sector/JD/BABA/PDD/BABA/AMZN
NPPA deletes online gaming measure page; JD becomes exclusive platform for CCTV Gala; Temu to launch semi-managed model in March.
355 Views