Priced At a Premium, But Preferred Over Peers As a Thematic Investment
Youran is priced at a premium but we still prefer Youran over China Modern Dairy as a thematic investment in China's upstream dairy consolidation.
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China Youran Dairy Group IPO: Valuation Insights
At the mid-point of the IPO price range, the gross proceeds are $722 million. Overall, we are inclined to participate at most at the low end of the...
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China Youran Dairy(ę ē¶ē§äø) IPO - Reasonable Valuation but There Will Be Significant Overhang
China Youran Dairy Group Ltd (1836774D CH) is looking to raise up to US$799m in its upcoming Hong Kong IPO. CYD is an integrated provider of...
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China Youran Dairy IPO: A Secular Bet on Chinaās Upstream Dairy Market Consolidation
Being the market leader, Youran is better placed to benefit from the long-term tailwinds facing the Chinese upstream dairy market. Though it is not...
430 Views
ECM Weekly (23rd May 2021) - Zomato, Angelalign, Youran Dairy, Central China Mgt, Broncus, ForU
Aequitas Research puts out a weekly update on the deals that have been covered by the team recently along with updates for upcoming IPOs.
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