Ant Group (蚂蚁集团): Facing Hostile Authorities After Jack Ma's Speech

JD Digits: Dependence on JD.com - A Bottleneck

NetsUnion, State Controlled Monopolist, Poses a Major Risk to AliPay, Alibaba's PayPal

Battle Lines Drawn As BABA Builds Out First/Last-Mile Capacity; But Who Will Fund 75+ Bn CNY CapEx?

Overseas Chinese Equities, Aequitas Research

Ming Lu

Overseas Chinese Equities

IPOs and Placements coverage across Asia Pacific

Aequitas Research

We cover all listing across the Asia Pacific along with follow-up placements. As of Dec 2020, our team had covered 539 IPOs with a hit rate of 73.5% and 685 placements with a hit rate of 66.8%.

We combine fundamental bottom-up views with our proprietary quantitative framework to provide a holistic coverage across new listings and placements. Our coverage includes pre-IPO notes before the deal is launched, follow-up analysis once the deal is live and post-listing trading analysis as well.

Equity Bottom-Up

Alibaba Group Holding  / Equity Bottom-Up

<ul>
<li>The State Administration of Market Regulation (SAMR) formally started the investigation into the anti-monopoly of Alibaba (BABA) and Summoned Ant Group's management again.</li>
<li>JD Digits (JDD) changed CEO in the process of IPO due to the situation its competitor, Ant Group, is facing.</li>
<li>Youzu.com (002174 CN)’s founder was poisoned to death by his subordinate.</li>
<li>Baidu (BIDU) made a poster to call on students and their parents to boycott TikTok.</li>
</ul>


The State Administration of Market Regulation (SAMR) formally started the investigation into the anti-monopoly of Alibaba (BABA) and Summoned Ant Group's management again.
JD Digits (JDD) changed CEO in the process of IPO due to the situation its competitor, Ant Group, is facing.
Youzu.com (002174 CN)’s founder was poisoned to death by his subordinate.
Baidu (BIDU) made a poster to call on students and their parents to boycott TikTok.


China Internet Weekly (28Dec2020): BABA Investigated, Ant Warned, Youzu Founder Poisoned to Death