China TMT Update-Luckin /CPNG/BABA/3690.HK/Douyin-Store Transfer/Korea Cross-Border Ecommerce
Luckin Coffee “store transfer” program achieved preliminary result;CPNG/BABA: Statistics Korea published 2Q23 cross-border ecommerce data (-...
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China TMT Update-LI/BABA/JD/3690hk/TCOM-L9 Pro Trim/Cainiao Half Day Delivery/Meituan and Amadeus
LI: Li Auto adds L9 Pro trim to L9 series (+);BABA/JD: Cainiao started half day delivery in 8 cities;3690HK/TCOM: Meituan established a strategic...
249 Views
Zomato Lock-Up - A US$650m+ Worth Acquisition Linked Lockup Release
In Aug 2022, Zomato completed the acquisition of Blinkit’s outstanding shares via issuing its own shares. These issued shares will come up for...
439 Views
[Blue Lotus Sector Update]: Time to Buy China Internet and Consumer Names
We view the rallies in Chinese Internet and Consumer names to be sustainable in C3Q23 as regulatory environment to be both favourable and macro...
272 Views
ECM Weekly (6th August 2023) - Concord Biotech, SBFC Fin, Fadu, Mitsui Fudosan, Capitaland Ascott
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
434 Views