[Blue Lotus China New Consumer Weekly, 8/52] Existing Home Recovers First Post CNY
​Chinese prefer buying existing homes over new ones, XPeng, Xiaomi, Zeekr, and BYD lead in EV delivery post CNY, CATL's JV with Didi poses a threat...
390 Views
Hang Seng Index (HSI) Rebalance: Does Anyone Know What the Index Committee Is Thinking?
Another opportunity missed to increase the number of index constituents and decrease the Healthcare underweight with minimal change to index...
1k Views
MIXUE IPO - Decent Cornerstone, past Sentiment Overhang
Mixue Group is now looking to raise around US$450m in its upcoming Hong Kong IPO. In this note, we talk about the IPO pricing.
670 Views
Chinese Carmakers Expand Into Growing Central Asian Markets
Chinese automakers are pushing deeper into Central Asian markets through exports and manufacturing localization after Russia’s crackdown on a...
210 Views
MIXUE Pre-IPO - Updated Thoughts on Valuation
Mixue Group (MIX HK) is now looking to raise around US$500m in its upcoming Hong Kong IPO. In this note, we talk about valuations.
524 Views