China Resources Beverage IPO - Volatility Makes Pricing a Bit Tricky
China Resources Beverage (CRB HK) is looking to raise up to US$650m in its Hong Kong IPO. In this note we talk about the IPO pricing.
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A-H Premium Weekly (Oct 11th):BYD, SMIC, TSINGTAO, Guotai Junan Securities, HAITONG, CanSino
We analyzed A-H premium changes in the past week and highlight A-H premium changes for BYD, SMIC, TSINGTAO, Guotai Junan Securities, HAITONG,...
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September Themes and Thematic Portfolio Review
We review overall market performance, our investment themes, highlighting additions and substractions in the thematic portfolio.
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China Resources Beverage Pre-IPO - Updated Thoughts on Valuation
China Resources Beverage (CRB HK) is looking to raise up to US$1bn in its upcoming Hong Kong IPO. In this note, we talk about our updated thoughts...
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China Resources Beverage Pre-IPO - PHIP Updates - Revenue Slowing, Margins Growing
China Resources Beverage (CRB HK) is looking to raise up to US$1bn in its upcoming Hong Kong IPO. In this note, we talk about updates from its PHIP...
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