ECM Weekly (18th Nov 2024) - SF Holdings, MNC, Swiggy, Sagility, Niva, GMM, Zinka, Kansai, Go Digit
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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SF Holding Pre-IPO: Core EBITDA Margins Compare Favorably to Most Express Peers in China and US
In the run up to SF Holding's secondary listing in Hong Kong, we're "boomerang"-ing some recent Smartkarma insights covering the company and...
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HK Short Interest Weekly: Xpeng, Citic Sec, Anta Sports, HSBC, Mnso
We analyzed the latest HK SFC report for aggregate short position as of Nov 8th and highlight short interest changes in Xpeng, Citic Sec, Anta...
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SF Holding Pre-IPO: Three Important Issues for Long-Term Investors to Consider
Investors evaluating SF Holding's upcoming Hong Kong listing need to get comfortable with three important long-term issues currently facing the...
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Alibaba (BABA US): 2Q25, Weak Quarter, But Waiting for Two Events to Benefit Top Line
Total revenue grew slightly and the margin improvement was due to the shrinks of non-cash items. However, we believe Alibaba will benefit from the...
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