Monthly Chinese Express Tracker | ASPs Still Under Pressure | Weaker X-Border Volume? | (March 2024)
On a combined basis, January-February numbers show ground parcel ASPs still falling by over 10% Y/Y. YTD, we see a clear slowdown in X-border...
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Mankind Pharma Placement - Well Flagged, past Deals Have Done Well but Its Expensive
ChrysCap is looking to raise around US$295m via selling a 2.8% stake in Mankind Pharma. In this note, we talk about the deal dynamics.
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Sichuan Baicha Baidao Pre-IPO - The Negatives - Growth Is Unsustainable
The company has filed its PHIP and is pre-marketing this week. We will look at the updates from its recent filings in our next note.
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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...
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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.
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