Transsion (传音控股) A+H Pre-IPO: Early Thoughts
Transsion is seeking an A+H listing. In this note, we look at the company's business, its industry context and provide our early thought on valuation.
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Anker Innovations (668 HK) IPO: A Safe Play
Anker Innovations' IPO is reasonably priced with strong growth prospects at a projected 3-year earnings CAGR of 20.7%. This is a potential 16.6%...
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Anker Innovations (安克创新) A+H Pre-IPO: Early Thoughts
Anker Launched the offering today, deal price at HKD99.32, implying A-H premium of 36%. The A-H premium suggest moderate upside from our base case...
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Screening the Silk Road: Q2-2020 Small-Mid Cap GARP (Zulu Warrior Screening)
Growth as an investment style has remained prominent over the COVID-19 period, reinforcing its decade long dominance over the value. The key...
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Screening the Silk Road: Q1-2020 Small-Mid Cap GARP (Zulu Warrior Screening)
Growth continues to dominate: In July 2019 (Screening the Silk Road: Q3-2019 Small-Mid Cap GARP (Zulu Warrior Screening), we re-examined the divide...
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