HONG KONG IPO WATCH: Follow the Leader Strategy (April 2026)
KB Laminates (1888 HK) has gained 90% since our April report on the following-the-leader strategy. Kingboard Holdings (148 HK) holds a 70% stake...
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Primer: Busy Ming Group (1768 HK) - Mar 2026
Busy Ming Group is a rapidly expanding snack and beverage retailer in China, distinguished by its dual-brand strategy ('Busy for You' and...
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HSI, HSCEI, HSTECH, HSIII, HSBIO Index Rebalance: US$6.3bn of Flows Post Capping (June 2026)
The June rebalance of the HSI, HSCEI, HSTECH, HSIII, HSHKBIO indices will use 2 June closing prices for capping. The round-trip trade across the...
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Busy Ming IPO Trading: Strong Insti and Retail Demand
Busy Ming raised around US$430m in its HK IPO. We have covered various aspects of the deal in our previous note. In this note, we will talk about...
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Busy Ming Group (1768 HK) IPO - Thoughts on Valuation and the Outlook
BUSY MING's attractive IPO pricing leaves upside potential, but concerns arise over franchisee profits and sustainability of growth model....
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