Tech Supply Chain Tracker (28-Jun-2024): Humanoid robot develpment status.
Robot development advances with AI, mobility, and interaction improvements; China cloud spending to surge; Polish photonics foundation solidified;...
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ECM Weekly (17th June 2024)-Shift Up, Webtoon, Quantum, Guzman, MaoGeping, Johor Plant, Telix, Atour
Aequitas Research's weekly update on the IPOs, placements, lockup expiry and other ECM linked events that were covered by the team over the past week.
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China E-Commerce: Stabilizing Property Market Matters a Lot
The worst slump of China property market is probably behind us, which should slowly remove the key drag on China e-commerce sector. Alibaba is best...
636 Views
China Consumption Weekly (3 Jun 2024): Alibaba, Alibaba Pictures, Li Auto, JD.com, JD Health
Alibaba Pictures’ revenue increased by 44% YoY in the March quarter. Alibaba’s Cainiao plans to purchase fresh food from the places of origin. Li...
338 Views
Alibaba/JD.com: Thoughts On The Recent Convertible Bond Issuance
I think the convertible debt structures makes sense and it is beneficial for both companies to buy back as much as possible at the current share...
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