Alibaba (BABA): 3Q22, Transforming Missions Going Under Slow Quarter
BABA’s app, SDTao, has been taking active users from Pinduoduo. We believe BABA’s physical store chain, Freshippo, will go public. We believe BABA...
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HSCEI Dividend Futures: Stay Short the 2022/23 Steepener
We see the HSCEI 2022 div futures trading in line with our estimates while there could be more downside to the 2022/23 div spread. We'd look to get...
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Meituan: New Regulation on Food Delivery Commission to Slowdown Growth and Delay Profits
Meituan’s share price is down more than 20.0% following announcement on new regulations for food delivery platforms. Food delivery OPM is highly...
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Meituan Short Gains Reward
Meituan short near 300 and on the bear wedge break has paid off. Friday's price action is disturbing and warrants a downgrade.
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ECM Weekly (20th Feb 2022) - LIC, SBI Sumishin, Huitongda, Delhivery, Vedant, Persol, Emcure, Linom
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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