In today’s briefing:
- ECM Weekly (12th Feb 2023) – Hesai, Oasis, Mankind, Greatpower, Ruipeng, CATL, Nissan/Renault
- EQD | Volatility Update: Weekly Review of Vol Changes and Best Trades
- China Healthcare Weekly (Feb.10) – Assisted Reproduction into NRDL, Cell Therapy, Medicilon, IRay,
ECM Weekly (12th Feb 2023) – Hesai, Oasis, Mankind, Greatpower, Ruipeng, CATL, Nissan/Renault
- Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
- On the IPO front, Hesai Group (HSAI US) provided the first Asia linked listing for the year.
- Things were quiet on the placement front owing to the annual earnings reporting season.
EQD | Volatility Update: Weekly Review of Vol Changes and Best Trades
- Weekly summary of vol changes and moves across Global Markets
- Analysing ATM volatility and skew changes over the last 5 days
- We suggest a few trades to take advantage of the implied vol surfaces
China Healthcare Weekly (Feb.10) – Assisted Reproduction into NRDL, Cell Therapy, Medicilon, IRay,
- The benefits of assisted reproduction being covered by medical insurance are limited. Its main role is still to delay not fundamentally reverse the decline of China’s birth rate.
- If the valuation collapse occurs collectively in one field, it basically reflects that Miss Market does not hold much hope for this field in the future, such as cell therapy.
- We mainly analyzed some key points of the companies that investors may be interested in, such as iRay Technology (688301 CH) and Shanghai Medicilon Inc (688202 CH).
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