Sichuan Baicha Baidao Pre-IPO - The Negatives - Growth Is Unsustainable
The company has filed its PHIP and is pre-marketing this week. We will look at the updates from its recent filings in our next note.
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Hong Kong Connect Flows (Mar 22nd): Bank Of China, China Mobile, Xiaomi, Zto Express, Tencent
We analyzed southbound Hong Kong connect flows in the past week and highlight flows for Bank Of China, China Mobile, Xiaomi, Zto Express, Tencent,...
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MIXUE Pre-IPO - Initial Thoughts on Valuation
Mixue Group is looking to raise about US$1bn in its upcoming Hong Kong IPO. In this note, we provide our earnings estimates and initial thoughts on...
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Belle Fashion Pre-IPO - Refiling Updates
Belle Fashion (BF) aims to raise up to US$1bn in its Hong Kong listing. The company recently refiled its application proof after a gap of two years.
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February Themes and Thematic Portfolio Review
We review market performance, our investment themes, highlighting additions and subtractions in the thematic investment portfolio.
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