Pop Mart Lock-Up Expiry - US$5bn Worth of Shares Will Come off Lock-Up
POP MART (POP HK) was listed in Dec 2020 when it raised around US$674m, by selling 9.8% stake. In this note, we'll talk about the upcoming lock-up...
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Aihuishou IPO Preview
Aihuishou (RERE US), a leading electronics resale platform in China, is getting ready to complete its IPO on the NYSE in the coming weeks. JD.com...
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Cloud Village (NetEase Music) IPO Initiation: Musical Shares
Cloud Village has filed for HKEx IPO to raise $1 billion, according to press reports. We think that Cloud Village has the potential to shed its...
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Tencent: A Closer Look at the Online Games Market and Its Relative Strength as Revenue Growth Slows
In this insight, I take a closer look at the Chinese online games industry, its long-term opportunity in a global context, and the relative...
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JD Logistics IPO: Trading Debut
JD Logistics priced its IPO at HK$40.36 and stood 31% higher at HK$53.00 in the grey market. Our DCF sensitivity and relative valuation analysis...
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