Hong Kong Connect Flows (Jun 30th): ICBC
We analyzed southbound Hong Kong connect flows in the past week. We estimate the outflows to be USD 20 million and highlight flows for ICBC.
236 Views
HK Short Interest Weekly: Sunny Optical, JS Global Life, Trip.Com, Meituan
We analyzed the latest HK SFC report for aggregate short position as of Jun 23rd and highlight short interest changes in Sunny Optical, Js Global...
252 Views
ECM Weekly (2nd July 2023) - Tryt, J&T Express, Redox, Kelun, 4Paradigm, SIA, M&A Research, Walsin
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
394 Views
[Meituan (3690 HK, BUY, TP HK$165) TP Change]: Competition with Douyin Continues, Cut TP to HK$165
Meituan's counterattack has shown initial results, in Douyin’s slowing local services growth during 618, and the return of merchants. We maintain...
372 Views
China TMT Update-2618.HK/2352.CH/3690.HK/PDD/BEKE-Cainiao Launching Express Delivery Network
2618.HK/352.CH: Cainiao launching own national express delivery network；3690.HK/PDD: Meituan planning to launch “Summer War” in CGB；BEKE: Beike is...
357 Views