Global Equity Strategy: Stick With Technology
Global indexes remain overwhelmingly positive which is supported by the fact that there is a dearth of breakdowns. Overall our big picture view...
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Dada Nexus (达达集团) IPO Trading - Larger Deal Size with Decent Potential Upside
Dada Nexus (DADA US) raised US$336m at US$16 per share, the mid-point of its IPO price range. The number of ADS sold was upsized by about 27%, to...
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Kingsoft Cloud: Valuing the Impact of Potential Price Hikes; Expect C.30% Upside in the Medium Term
In our IPO initiation note, Kingsoft Cloud IPO: A Few Inherent Risks, But We Are Broadly Positive, we suggested that KC’s gross loss could be...
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ECM Weekly (17 May 2020) -Dada Nexus, Kintor Pharma, Yeahka, Archosaur Games
Aequitas Research puts out a weekly update on the deals that have been covered by the team recently along with updates for upcoming...
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StubWorld: Kingsoft Not In the Cloud; CH Karnchang Tests New Lows
This week in StubWorld ... Kingsoft Corp (3888 HK)'s 43.6%-held Kingsoft Cloud (KC US) has gained 53% since its debut last Friday - but...
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