Bairong: Upcoming Lock-Up Expiry
Bairong’s pre-IPO investors’ lock-up period expires on 20 September. In this note, we look at the returns of the pre-IPO investors and potential...
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Linklogis Short Sheller Report - Some Merit, Some Plain Drama - Mixed Bag
Linklogis, a technology solution provider for supply chain finance in China raised around US$1bn in its Hong Kong IPO in Apr 21. It was subject of...
689 Views
HSCI Index Rebalance & Stock Connect: Expected Changes in September
Currently we see 28 potential inclusions & 22 deletions from the HSCI at the Sep rebalance. Most of the inclusions will join Stock Connect while...
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HSCI Index Rebalance and Stock Connect: Potential Changes in June and September
A look at the potential changes to the HSCI at the June & September reviews and stocks that could be included in/excluded from Stock Connect. These...
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Bairong: Shares Slip Further on Regulatory Concerns; Current Multiples Attractive to Make an Entry
We believe Bairong's shares are particularly attractive at FY2 EV/Revenue of 4.4x. Beijing's crackdown on fintech sector has impacted the company's...
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