Guming Holdings IPO Trading - Strong Retail Demand, with Decent Coverage on the Insti Tranche
Guming Holdings (1364 HK) raised US$233m in its Hong Kong IPO. We have covered various aspects of the deal in our previous note. In this note, we...
644 Views
MIXUE Pre-IPO - Refiling Updates - Slower Growth but Better Margins
Mixue Group is looking to raise about US$1bn in its upcoming Hong Kong IPO. In this note, we talk about the updates from its recent refiling.
536 Views
Timing the Entry into the Insurance Sector for the Next Phase of the HK/China Bull Market
​Analysis of sectors favored for the upcoming phase of the HK/China bull market, with a focus on insurers as a lower volatility option and a tip to...
303 Views
[Blue Lotus Non-US Internet Weekly, 6/52]: Consumption Warmed Up During CNY Except Housing
​Tencent and NetEase games shine during CNY, housing market falters post-holiday, Meituan sees boost in milk tea orders with social gifting feature.
323 Views
[Blue Lotus China New Consumer Weekly, 6/52] Express Delivery Showed Social Gift Took off During CNY
​CNY gift giving boosts express delivery growth, BYD to add ADS to low priced cars, Chinese EV makers engage in price wars with potential financing...
247 Views