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.
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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...
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[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.
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Quiddity Leaderboard HSCEI Mar25: One Change Likely; US$204mn One-Way; Sector-Neutral Trade Idea
We expect China Resources Power (836 HK) to get added and Li Ning (2331 HK) to get deleted. Both names have more than 1x ADV to trade.
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Quiddity Leaderboard HSTECH Mar 25: US$716mn One-Way; Large Outflow for Xiaomi
We expect Horizon Robotics to be added and East Buy Holdings to be deleted. Horizon Robotics has steeply outperformed East Buy Holdings during the...
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