ECM Weekly (29th July 2024) - ASICS, Kokusai, Amer, Hyundai, Timee, Sanil, Akum, Bloks, Ola Electric
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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HK Short Interest Weekly: Ping An, Meituan, China Mobile, HSBC, Haidilao, Picc P&C, Gwmotor, Psbc
We analyzed the latest HK SFC report for aggregate short position as of Jul 19th and highlight short interest changes in Ping An, Meituan, China...
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[Blue Lotus Daily-TMT Update]:1797 HK/JD US/BABA US/PDD US/3690 HK/1024HK/700HK/NTE US/TCOMUS/AMZNUS
Popular live streamer Dong Yuhui leaves East Buy, AliExpress fined for data privacy violation in Korea, and Guangdong Province allows games to be...
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Demand for AI Chips Might Cut Huawei's Smartphone Semiconductor Short
US AI accelerator and wafer equipment restrictions are widening the US/China AI compute gap. Expect Huawei to curtail smartphone IC in favor of AI...
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The 3rd Plenum of CCPCC Announced An Courageous But Tough-To-Execute Communique
The communique of CCP's 3rd Plenum of the 20th CC has pressed forward with tough reforms in the next five years. While timing is quite bad, it...
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