Luxshare Precision A/H Listing - Earnings Growth and Stock Have Been Rebounding
Luxshare Precision Industry (002475 CH) (LP), a precision intelligent manufacturer, aims to raise around US$2bn in its H-share listing. In this...
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Quiddity Leaderboard HSIII Dec25/Mar26: Interesting Implications of the Recent Methodology Changes
The recent methodology update could result in unusual index changes during the December 2025 index rebal event. There could be more in March 2026 too.
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Hesai Secondary Trading - Decent Demand, Despite Lack of Correction
Hesai Group (HSAI US) raised around US$530m in its secondary listing in Hong Kong. In this note, we talk about the trading dynamics.
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JD Walks from Argos – But Sainsbury's Valuation Case Strengthens
JD walked, but value didn’t. Argos remains a strategic prize; synergies + turnaround can unlock >£1.5bn. I see 10–25% upside in Sainsbury’s from...
419 Views
Checking in With On-Demand Delivery Leader SF Intra-City (9699 HK) | Strong Growth, Thin Margins
SF Intra's H125 results give us some valuable insights into China's on-demand retail segment, which has shown strong growth in recent periods.
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