MIXUE Pre-IPO - Refiling Updates - Slower Growth but Better Margins
Mixue Group is looking to raise about US$1bn in its upcoming Hong Kong IPO. In this note, we talk about the updates from its recent refiling.
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Timing the Entry into the Insurance Sector for the Next Phase of the HK/China Bull Market
Analysis of sectors favored for the upcoming phase of the HK/China bull market, with a focus on insurers as a lower volatility option and a tip to...
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Quiddity Leaderboard HSCEI Mar25: One Change Likely; US$204mn One-Way; Sector-Neutral Trade Idea
We expect China Resources Power (836 HK) to get added and Li Ning (2331 HK) to get deleted. Both names have more than 1x ADV to trade.
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HK Connect SOUTHBOUND Flows (To 7 Feb 2025); Busy Start Post CNY But Clear Selling of High Div SOEs
Post Chinese New Year, SOUTHBOUND activity is heavy but with low net buying. Tech was net bought last week, and high div SOEs were sold. Foreigners...
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ECM Weekly (10th Feb 2025) - Haitian, Guming, LG CNS, Dr Agarwal, Ola, Brainbees, Kaynes, Whirlpool
Aequitas Research's weekly update on the IPOs, placements, lockup expiry and other ECM linked events that were covered by the team over the past week.
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