ECM Weekly (3rd Sep 2023) - Doosan, VNG, Tuhu, Integral, ARM, Zomato, APM, Auckland Int, Daiwa REIT
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
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Chongqing Hongjiu Fruit Lockup Expiry - Price Has Come Back Down to Earth but Expect More Selling
Chongqing Hongjiu Fruit (6689 HK) was listed on 5th Sep 2022, where it raised around US$71m in its Hong Kong IPO. Its one-year lockup will expire...
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China Consumer Staples – Divergence continues
We had diverging takeaways from our distributor chancel check after the Dragon Boat Festival holiday, with beer being the only segment with...
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Hongjiu Fruits (6689 HK) – A Solid and Robust 2022
An in-line 2022 reaffirms our belief, and we continue to project Hongjiu to deliver a 40.5% 3-year revenue CAGR between 2022-24E, outgrowing 7.8%...
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Hongjiu Fruits (6689 HK) – Harvesting the low-hanging fruits
Leveraging its cross-region business model, Hongjiu has successfully morphed into a consolidator with industry-beating growth that stems from its...
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