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Tingyi Holding (322 HK)
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180
Analysis
Consumer Staples
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China
Tingyi (Cayman Islands) Holding Corporation, through its subsidiaries, manufactures and sells instant noodles, baked goods, and beverages in China.
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bullish
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IFBH
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23 Jun 2025 08:55
Pre-IPO IFBH Pte. Ltd. (PHIP Updates) - The Hidden Risks Behind the Strong Growth and High Margins
IFBH's growth in 2024 was impressive, but facing challenges from market competition/product homogenization. Uncertainty in outlook due to single...
Xinyao (Criss) Wang
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730 Views
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bullish
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Anjoy Foods Group
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17 Jun 2025 09:48
Anjoy Foods Group A/H Listing - PHIP Updates and Thoughts on A/H Premium
Anjoy Foods Group (603345 CH), a quick-frozen food company in China, aims to raise around US$300m in its H-share listing. In this note, we talk...
Sumeet Singh
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546 Views
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bullish
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Anjoy Foods Group
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12 Jun 2025 16:07
Anjoy Foods Group A/H Listing - A Leader in a Fragmented Industry
Anjoy Food is now said to be pre-markeing for a US$300m Hong Kong H-share listing. We had looked at the company's past performance in our prior note.
Sumeet Singh
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823 Views
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bearish
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Mao Geping Cosmetics
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05 Jun 2025 09:48
Mao Geping IPO Lockup - Stock Is up 4x, US$400m Cornerstone Lockup Release
Mao Geping Cosmetics raised around US$345m in its Hong Kong IPO. The lockup on its cornerstone investors is set to expire soon.
Sumeet Singh
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449 Views
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bullish
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Cross Asset Strategy
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03 Jun 2025 16:35
HONG KONG ALPHA PORTFOLIO (May 2025)
The Hong Kong Alpha portfolio underperformed its benchmark in May by 3%, however it has outperformed Hong Kong indexes by 3 to 19% since its launch...
David Mudd
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507 Views
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