MIXUE Pre-IPO - Refiling Updates - Slower Growth but Better Margins
Mixue Group is looking to raise about US$1bn in its upcoming Hong Kong IPO. In this note, we talk about the updates from its recent refiling.
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[Blue Lotus China New Consumer Weekly, 6/52] Express Delivery Showed Social Gift Took off During CNY
CNY gift giving boosts express delivery growth, BYD to add ADS to low priced cars, Chinese EV makers engage in price wars with potential financing...
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Guming Holdings IPO - Digestible Valuation from the Bottom End
Guming Holdings (GUM HK) is looking to raise US$202m in its Hong Kong IPO. In this note, we discuss our thoughts on valuation at the IPO price range.
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Hong Kong Stocks Rebound After Sharp Drop as Trump’s Tariff War Weighs on Markets
Amid U. S. President Donald Trump’s renewed tariff war and the Federal Reserve tempering expectations of a rate cut, Hong Kong stocks opened lower...
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[Blue Lotus China New Consumer Weekly, 4/52] Luckin Coffee's Overseas Expansion Is Worth Waiting For
Employment deteriorated in December. We believe government will need to introduce hiring-related corporate subsidies in the March Two Session. ...
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