ECM Weekly (1st May 2023) - ZJLD, Mankind, JD Industrial, JD Property, CPF Global Food, Horizon
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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[Blue Lotus Sector Update]: All Will Have a Bright Future
We see the future, post decoupling world to have two operating systems, one surrounding US and the other surrounding China.
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China TMT Update (Apr.27) - BABA/700.HK/BIDU/PDD/BGNE: AliCloud Will Significantly Cuts Prices
BGNE: Ociperlimab/Novartis trimmed 10% of its pipeline BABA/700.HK/BIDU: AliCloud will significantly cuts prices (-/-/-) PDD: Temu expands into...
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JD Industrials Pre-IPO - The Negatives - Hasn't Provided a Whole Lot of Details
JD Industrials is looking to raise about US$1bn in its upcoming HK IPO. In this note, we talk about the not-so-positive aspects of the deal.
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JD Industrials Pre-IPO - The Positives - Growing Fast and a Leader in Its Space
JD Industrials is looking to raise about US$1bn in its upcoming HK IPO. In this note, we talk about the positive aspects of the deal.
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