Chagee IPO: Peer Comp and Thoughts on Valuation
Chagee, a leading premium tea drinks brand, is planning to raise up to US$500m through its upcoming US IPO. In this note, we discuss the company's...
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Chagee (霸王茶姬) Pre-IPO: Very Few Exact Competitors - A Viewpoint on the Ground
Chagee is the No. 6 largest teahouse chain in China according to store number. Very few teahouses have a per customer transaction higher than Chagee.
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ECM Weekly (7 Apr 2025) - CATL, Maynilad, Chagee, Lotte Logistics, Sigenergy, Duality, Wuxi XDC
Aequitas Research's weekly update on the IPOs, placements, lockup expiry and other ECM linked events that were covered by the team over the past week.
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Chagee Holdings (CHA US) IPO: The Bear Case
The bear case rests on unsustainable growth rates, pressure on KPIs, signs of margin pressure, increasing S&M expenses and weakening forward growth...
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Weekly Deals Digest (06 Apr) - Skyworth, HKBN, Makino, Avjennings, Domain, Dropsuite, Dada Nexus
A weekly summary of key developments across ECM and Event-Driven names tracked by us across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
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