Cainiao Pre-IPO - The Negatives - Growth Still Driven by China Ops, Pricing Pressure Persists
Cainiao, Alibaba Group Holding (9988 HK)’s logistics linked arm, is planning to raise at least US$1bn in its Hong Kong IPO. In this note, we talk...
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Shiyue Daotian Pre-IPO - Looks Good at First Sight, but Not Great if One Digs Deeper
Shiyue Daotian has opened the books for its HK IPO of up to HKD844m (US$108m). The deal is scheduled to price on October 5 and the shares will...
554 Views
Cainiao Pre-IPO - The Postivies - Evolving into a Global Player, Decent Revenue Growth
Cainiao Smart Logistics , Alibaba Group Holding (9988 HK)’s logistics linked arm, is planning to raise at least US$1bn in its Hong Kong IPO.
523 Views
IMotion Automotive Technology Pre-IPO - PHIP Updates - Concentration Risk Even More Apparent Now
IMotion Automotive Technology (1812706D CH) is looking to raise about US$100m in its upcoming HK IPO, after downsizing from US$300m. In this note,...
275 Views
Lalatech Holdings Limited Pre-IPO - Thoughts on Valuation - Needs a Very Big Cut from Pre-IPO Rounds
Lalatech Holdings Co Ltd (LALA HK) is looking to raise about US$1bn in its upcoming HK IPO. In this note, we talk about valuations.
621 Views