ECM Weekly (14th Oct 2024) - Tokyo Metro, Rigaku, Hyundai, China Res, Swiggy, USS, Akeso, Shiyue
Aequitas Research's weekly update on the IPOs, placements, lockup expiry and other ECM linked events that were covered by the team over the past week.
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Akeso Placement - Opportunistic Raise, past Deal Record Has Been Mixed but Relative Size Is Small
Akeso Biopharma Inc (9926 HK) is looking to raise around US$200m from its primary placement. Proceeds from the placement will be used for R&D.
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[Blue Lotus Daily-TMT Update]:3690 HK/PDD US/BABA US/JD US/700 HK/TCOM US/ATAT US
Meituan's overseas version, Keeta, expands to Riyadh; PDD offers double compensation for overpriced products; Taobao now accessible through WeChat...
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[Blue Lotus Daily-TMT Update]:TCOMUS/PDDUS/BABA/JD/002352CH/700HK/NTES/BILI/002624CH/3888HK/3690HK
Overseas travel for national holidays on the rise, signaling potential end to consumption downgrading. PDD announces support plan for quality...
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HK/China: THE BIG SHORT (SQUEEZE)
Even though HK/China tech names have surged, short positions have not covered. The large underweight position in HK/China by international funds...
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