Shenzhou (2313 HK): Contract Mfr for Leading Sportswear Brands Facing Challenging Demand Outlook.
Consensus estimates do not account for customer, retailer, Asian market share shift, macro, alt data and geopolitical risks.
501 Views
UK Consumer Discretionary Positioning: A Consensus Overweight
Consumer Discretionary is the UK’s standout active overweight. Absolute allocations are stable, but the sector’s relative overweight has surged to...
369 Views
Cloudchain Pre-IPO - The Positives - Turned Profitable Recently
Cloudchain (CC CH) is looking to raise up to US$200m in its upcoming HK IPO. In this note, we talk about the positive aspects of the deal.
340 Views
Aequitas HK IPOs + Placements Broker Performance 2023
In this note, we will take a look at broker performance for HK IPOs and placements in 2023, which includes all HK IPOs and placements above...
652 Views
Cirrus Aircraft Pre-IPO - Has Grown Steadily but Faces Prominent Regulatory Risks
Cirrus Aircraft (0153126D US) is looking to raise up to US$300m in its upcoming HK IPO. CA has grown its profitability steadily over the track...
920 Views