Alibaba Group: Looking Through the Noise
In this insight, we aim to cut through the short-term “noise”, analyse the operational fundamentals for Alibaba Group, and take an updated look at...
419 Views
ECM Weekly (20th Mar 2022) - JD.com, Tencent, Prosus, GoTo, Ferretti, Green Tea, Recbio, Abacus
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
353 Views
Tencent's BIG In-Specie Dividend of JD.com Shares - The Likely Flows & Timing
Tencent announced an in-specie dividend of JD.com shares in late December. Record Dt was 25 Jan. Nearly $14bn of JD.com stock and cash will get...
837 Views
GoTo Gojek Tokopedia IPO: Valuation Insights
Our valuation analysis suggests that the price range is aggressive and unattractive. We would give the IPO a pass. Books will close on 21 March....
526 Views
GEM Weekly (18 Mar 2022): Chinese Monetary and Macro Data; JD.com, Hon Hai, Tencent, MediaTek
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
251 Views