ECM Weekly (11th July 2021) - Zomato, Bukalapak, Kakao Bank, Krafton, Didi, Kanzhun, Full Truck
Aequitas Research puts out a weekly update on the deals that have been covered by the team recently along with updates for upcoming IPOs.
316 Views
RLX Lock-Up Expiry- Stung by Regulation, What Early Investors Do Will Be Telling, >US$1bn Comes Free
RLX Technology Inc (RLX US) raised around US$1.4bn in its US listing in Jan 2021.RLX sells e-vapor products in China. The lock-up will expire over...
361 Views
Exit the Dragon – the Mass Exodus of US Listed Chinese Companies
Is US-China financial decoupling affecting the US stock market? What's the future of US listed Chinese companies l? How can investors in China...
459 Views
Long Smoore/Short RLX: RLX’s Lock-Up Expiry Could Aggravate the Sell-Off
In the event, regulatory changes force e-cigarettes to become a monopoly, Smoore might even experience growth in the China business through its B2B...
393 Views
Zhihu (知乎) IPO Trading - Peers Have Corrected Significantly but Still Has a Modest Upside
Zhihu Technology (ZH US) was said to have raised US$773m at the bottom-end of the IPO price range (including the US$250m concurrent placement)
422 Views