Meituan (3690 HK): Lack of Clear Topline Driver Remains a Concern
While we expect 1Q24 to kick off an upward earnings cycle for Meituan, lack of clear topline driver remains a concern given its valuation premium...
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Horizon Robotics Pre-IPO - The Negatives - Large Part of the Growth Stems from Its JV
Horizon Robotics is looking to raise US$500m in its upcoming Hong Kong IPO. In this note, we talk about the not-so-positive aspects of the deal.
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Horizon Robotics Pre-IPO - The Positives - Rapid Revenue Growth
Horizon Robotics is looking to raise US$500m in its upcoming Hong Kong IPO. In this note, we talk about the positive aspects of the deal.
594 Views
Krafton Placement - Stock Has Been Doing Well, Momentum Remains Strong
SK Square is looking to raise around US$198m via selling 2.1% of Krafton (259960 KS). In this note, we talk about the deal dyanmics and run it...
507 Views
HK Connect SOUTHBOUND Flows (To 19 Apr 2024); Strong Net Buying on Energy/Finance/Telco SOEs. Again.
Strong HK SOUTHBOUND Connect buying, again. HKD $32.1bn which is very strong. Energy, Finance, and Telco SOEs continue to dominate. Some may be...
462 Views