StubWorld: Evergrande Auto's Bubble Trouble
CEA's hare price appears unsustainable. Xinhua's commentary is stating the obvious. CEG is a set-up here versus CEA. CEG is tightly held. It would...
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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...
576 Views
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...
200 Views
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.
375 Views
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...
389 Views