HSCEI Dividend Futures: Fair Value & Catalysts Point to Downside for 2022
We see around 6 points of downside on the HSCEI 2022 dividend futures from the last traded price. There are more negative catalysts for the 2022...
244 Views
ECM Weekly (8th August 2021) - Li Auto, Cloud Village, CarTrade, Kakao Bank, Bukalapak, Huitongda
Aequitas Research puts out a weekly update on the deals that have been covered by the team recently along with updates for upcoming IPOs.
312 Views
ByteDance Pre-IPO: How Does It Fare Against Kuaishou as It Gets Closer to a Listing
We provide an update on ByteDance financials and operating data comparison with Kuaishou. With the US TikTok ban lifted, we think it is closer to a...
259 Views
China Equity Strategy: Tug of War, Policy Uncertainty and Plenty Liquidity
We remain sanguine on China equity market outlook in 2H 2021 given the earning growth and plenty liquidity, but would wait for more clarity on...
162 Views
Cloud Village (NetEase Music) Pre-IPO - Tencent Music Peer Comp, Regulatory Impact
Cloud Village Inc. (CVI), also known as NetEase Music, plans to raise around US$1bn in its Hong Kong IPO. The company has also obtained investments...
208 Views