[Blue Lotus China Growth Equity Weekly (3/52)] Recovery Persist, Focus on Profitablity New
This week's macro data pointed to gradual recovery. We also found new focus on profitability by leading companies, which is a good sign.
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Guming Holdings (Goodme) Pre-IPO - Peer Comparison & Thoughts on Valuation
Guming Holdings (GUM HK) (Guming) is looking to raise US$300m in its upcoming Hong Kong IPO. In this note, we undertake a peer comparison and...
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Murata Manufacturing Placement - Recent Momentum Isn’t Particularly Strong
A group of shareholders aim to raise around US$900m via selling around 3% of Murata Manufacturing (6981 JP), in another cross-shareholding selldown.
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Northbound Flows (4Q2023): $20bn Outflows in 4Q
We analyzed Northbound connect data for 4Q2023 and highlight flows for Moutai, Yangtze Power, Catl, Gree Electric Appliances, Sungrow Power Supply.
366 Views
China Consumption Weekly (13 Jan 2025): NEV 2024, Tencent in Blacklist, Energy Monster Going Private
NEV retail deliveries grew by 41% in 2024, higher than 36% in 2023. US Department of Defense designated Tencent as a Chinese Military Company....
378 Views