Sichuan Baicha Baidao Pre-IPO - The Positives - Riding on Franchise Store Expansion
Sichuan Baicha Baidao Industrial (SBBI) is looking to raise up to US$300m in its upcoming HK IPO. The company sells new style tea drinks through...
560 Views
Honasa Consumer IPO Trading - Great Anchor Book, Not so Great Overall Demand. Loved by FIIs
Honasa Consumer (Honasa IN) raised about US$200m in its India IPO. In this note, we talk about the deal updates and the trading dynamics.
477 Views
Alibaba (9988 HK) 3Q24 Earnings Preview: Recovery to Continue, 67% Upside
The financial recovery from 1Q24 will continue in 2Q24. Op margin will improve to 15% in 2Q24 versus 12% in 2Q23. Alibaba has an upside of 69% for...
970 Views
CaiNiao Smart Logistics Pre-IPO Part 4 | Acquiring BABA's Express Stakes Could Soak Up IPO Proceeds
The transfer of Alibaba's logistics investments to CaiNiao could require billions of dollars of new funds in the short- to medium-term, potentially...
672 Views
China Consumption Weekly (6 Nov 2023): Kuaishou, Bilibili, Midea, Baidu, Yum China
All major Chinese e-commerce companies set up live broadcasting channels on Bilibili for Singles’ Day sales. Kuaishou chairman resigned. Baidu...
488 Views