China Consumption Weekly (13Nov2023): Li Auto, NIO, Alibaba, Best, Meituan, KE
Li Auto, Revenue increased by 271% YoY and vehicle deliveries increased by 296% YoY in 3Q23. NIO will dismiss 10% of its employees. We do not...
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HK Connect SOUTHBOUND (To 10 Nov 23); High-Div SOEs AGAIN See Outflows, Tencent and ETFs Big Buys
In last week's SOUTHBOUND flows, high dividend SOEs such as China Mobile and CNOOC again saw net selling while Tencent and three major listed ETFs...
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HK Short Interest Weekly: HSBC, Haidilao, China Mobile
We analyzed the latest HK SFC report for aggregate short position as of Nov 3rd and highlight short interest changes in HSBC, Haidilao, China Mobile.
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ECM Weekly (12th Nov 2023)-Renesas, Bajaj, Alchip, Hybe, Will, Wuxi, ChaPanda, Chenqi, Cello, Honasa
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
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Index Rebalance & ETF Flow Recap: SSE50, Chinext/50, Renesas, Tencent, Amman Mineral
This recap highlights Insights covering Asian index rebalances (announcements/ forecasts/ IPO Fast Entry/ M&A driven changes). We also highlight...
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