SF Holdings A/H Trading - Strong Demand but Is Probably Close to Fair Value
S.F. Holding (002352 CH), China’s largest express delivery company, raised around US$860m in its H-share listing in Hong Kong. In this note, we...
436 Views
[Blue Lotus Daily-TMT Update]:3690 HK/BABA US/PDD US/JD US/TCOM US/NTES US/700 HK/1024 HK
China's Cyberspace Administration tackles algorithm issues, Alibaba consolidates e-commerce business, and China extends visa-free entry for...
345 Views
EQD | Hong Kong Single Stock Options Weekly
Post-earnings vol crush the main contributor to decreased vols for key names. Tencent stands out for low implied vols, high liquidity while trading...
339 Views
JST Group Pre-IPO: Growing Rapidly but with Some Accounting Red Flags
JST Group (JST) is looking to raise up to US$100m in its upcoming Hong Kong IPO. It is China’s largest and most popular e-commerce SaaS ERP provider.
715 Views
MT/Meituan (3690 HK) 3Q24 Earnings Preview: Upside Narrowed to 50%
We still believe the stock has an upside of 49% after rising 84%. We believe the operating margin will improve significantly and the growth rates...
531 Views