China Consumption Weekly (25 Mar 2024): Xiaomi, Alibaba, Xpeng, Maoyan, JD Health, JD.com
Xiaomi released healthy financial results despite of the shrinking market. Alibaba Freshippo founder retired. JD began to provide aftermarket...
1.2k Views
ECM Weekly (25th Mar 2024) - TCS, Akeso, Coforge, ABSL, Tokio Marine, Trial, Migao, Mixue, Reddit
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
497 Views
HK Short Interest Weekly: Techtronic Ind, Zijin Mining, Innovent Bio, Kuaishou, Pacific Basin
We analyzed the latest HK SFC report for aggregate short position as of Mar 15th and highlight short interest changes in Techtronic Ind, Zijin...
347 Views
MIXUE Pre-IPO - Initial Thoughts on Valuation
Mixue Group is looking to raise about US$1bn in its upcoming Hong Kong IPO. In this note, we provide our earnings estimates and initial thoughts on...
441 Views
PDD (PDD): 4Q23, Time for Low Price Goods, Revenue up by 123% YoY
Both advertising and commission revenues grew dramatically in 4Q23. Chinese consumers are seeking low price goods. PDD’s overseas brand, TEMU, is...
314 Views