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.
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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....
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Blue Lotus China Growth Equity Weekly (2/2025): Tesla Heading into a Different Chinese EV Market
2025 trade-in subsidies favor Xiaomi and JD.com. China's new measure at limiting LFP battery exports added on export bans. Geely is new player at...
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