Smartkarma Originals
China Online Marketplaces: 4Q23 Preview
The sector's brutal de-rating since last 4Q already priced in a dire outlook. While we expect lackluster 4Q results season in general, we believe...
1.1k Views
Quiddity Leaderboard for Hang Seng Index Mar 24: More Room Being Created for IT Names?
The index changes for the Hang Seng Index for the March 2024 index rebal event will be announced on 16th February 2024. Although the index...
930 Views
HK Short Interest Weekly: Baba, Jd, Kuaishou, Link Reit
We analyzed the latest HK SFC report for aggregate short position as of Jan 26th and highlight short interest changes in Baba, Jd, Kuaishou, Link...
337 Views
ECM Weekly (4th Feb 2024) - Ola Electric, Mixue, Citicore, Amer, Thai Credit, Indus Tower, MTAL
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
454 Views
[Blue Lotus Daily - TMT Update]: 3690 HK/700 HK/JD/1797 HK
A large brand temporarily suspends food delivery on Meituan, possibly due to subsidiary; "Fight of the Golden Spatula" tops Chinese iOS Grossing...
346 Views