Guming Holdings IPO - Digestible Valuation from the Bottom End
Guming Holdings (GUM HK) is looking to raise US$202m in its Hong Kong IPO. In this note, we discuss our thoughts on valuation at the IPO price range.
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Ping An Healthcare and Technology (1833.HK) - Thoughts About The Mandatory General Offer and Outlook
The current stock price performance of Ping An Good Doctor (PAGD) significantly underperforms peers JD Health and Alibaba Health. As analyzed, due...
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Guming Holdings (Goodme) Pre-IPO - Peer Comparison & Thoughts on Valuation
Guming Holdings (GUM HK) (Guming) is looking to raise US$300m in its upcoming Hong Kong IPO. In this note, we undertake a peer comparison and...
882 Views
Guming Holdings (Goodme) Pre-IPO - Refiling Updates - Showing Some Recent Weakness in Margins
Guming Holdings (GUM HK) is looking to raise US$300m in its upcoming Hong Kong IPO. In this note, we discuss its refiling updates.
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Meituan (3690 HK): Online Drug Sales Is the First Sweet Spot of O2O Vs. E-Commerce
O2O revolutionizes China's e-commerce, especially in online drug sales with Meituan leading the way to significant market share growth. The share...
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