MIXUE IPO Trading - Strong Demand, Set to Break the Tea Chain Jinx
Mixue Group (2097 HK) raised around US$450m in its Hong Kong IPO, which was well covered. In this note, we talk about the trading dynamics.
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Merger Arb Mondays (03 Mar) - Seven & I, Makino, Aeon Delight, Tonami, Tam Jai, Vesync, Insignia
We summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
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March Key Events in Asia-Pac: Tariffs, Rates, Earnings, and Indices in Focus
March will be a busy month with US tariffs, central bank rate decisions, major HK stock earnings, and index changes on the horizon.
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China Retail Weekly (24 Feb 2025): BILI, SAIC, NIO, Mengniu, JD, IQiyi
In 4Q24, Bilibili’s total revenue increased by 22% YoY. SAIC removed 63 managers in the passenger car department. Mengtniu raised a profit warning.
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[Blue Lotus Non-US Internet Weekly, 8/52]: Is JD's Entry to Catering Real or Just Posturing?
JD and Meituan insure catering riders with social security, Trump's American First Investment Policy may affect sentiment, SASAC calls for SOEs to...
523 Views