ECM Weekly (4th Sep 2022) - China ADRs, Tencent, Leapmotor, Onewo, Hongjiu Fruit, Doosan Ener
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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Meituan: Earnings Beat Estimates but Sudden Change in Segmental Disclosure Is Dubious
As expected, no disclosure on GTV or hotel room nights. Sudden Change in segmental disclosure is concerning as no separate numbers on core food...
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CX Daily: How a Hotly Pursued VR Startup Came to China, and Imploded
In Depth: How a hotly pursued VR startup came to China, and imploded. China says cutting military exchanges is a ‘necessary warning’ to U.S. over...
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Kingsoft Cloud: Thoughts on HK Dual Primary Listing
Kingsoft Cloud has filed for a dual primary listing on HKEx and has not disclosed the amount that it plans to raise from the stock issuance. We...
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GEM Weekly (22 Jul 2022): SA Repo Rate; IQIYI, ByteDance, Did Global, Baidu
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
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