Consumer Stocks - Waiting to Catch a Fire
Budweiser Asia Pacific (1876.HK) is up 12% today as earnings are slightly less worse than expected and the dividend is increased. This confirms our...
658 Views
Guming Holdings IPO Trading - Strong Retail Demand, with Decent Coverage on the Insti Tranche
Guming Holdings (1364 HK) raised US$233m in its Hong Kong IPO. We have covered various aspects of the deal in our previous note. In this note, we...
642 Views
MIXUE Pre-IPO - Refiling Updates - Slower Growth but Better Margins
Mixue Group is looking to raise about US$1bn in its upcoming Hong Kong IPO. In this note, we talk about the updates from its recent refiling.
528 Views
Guming Holdings IPO - Digestible Valuation from the Bottom End
Guming Holdings (GUM HK) is looking to raise US$202m in its Hong Kong IPO. In this note, we discuss our thoughts on valuation at the IPO price range.
990 Views
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...
888 Views