HSCEI Dividend Futures: June Index Review, Bank Divs, HFCAA - Sell the 2021/22 Steepener
While the HSCEI 2021 dividend futures are trading near our estimated fair, the HSCEI 2021/22 div steepener is not. We recommend selling the...
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China Auto: Solid Start Despite Interruptions, Better Sales Ahead
Despite supply chain interruptions due to temporary auto chip shortage, regional Covid-19 lockdown and CNY holidays; China's auto sales in 2M2021...
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ECM Weekly (14th March 2021) - Coupang, Baidu, Shanghai Heartcare, Chaoju Eye Care, Linklogis, Tuya
Aequitas Research puts out a weekly update on the deals that have been covered by the team recently along with updates for upcoming IPOs.
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BYD (比亚迪汽车) Placement - A Well Anticipated Placement with Strong Momentum
BYD (1211 HK) is looking to raise up to about US$3.6bn in its primary placement. In this note, we take a look at deal dynamics, December auto...
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NIO: NIO Day Unveils Downside Risks
We see more risks to the NIO story from the information given NIO Day on 9th Jan. Sooner rather than later, NIO's monthly car delivery would be...
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