Seres Group H Share Listing (9927 HK): Valuation Insights
Seres Group has launched an H Share listing to raise US$1.7 billion. The proposed AH discount of 24.8% implied by the H Share offer price is...
910 Views
BYD (1211 HK) Earnings on 30 Oct: Options Price in Larger-Than-Usual Move
Quick reminder: BYD (1211 HK) will report after market close on 30 October. When the company last reported on 29 August, the stock fell 5.2% the...
750 Views
Seres Group H Share Listing: The Investment Case
Seres, a Chinese NEV manufacturer, has filed its PHIP for an H Share listing to raise US$1.5 billion. In this note, I discuss the investment case.
776 Views
Seres Group A/H Listing - PHIP Updates and Thoughts on A/H Premium
Seres Group (601127 CH), a Chinese NEV manufacturer, aims to raise around US$2bn in its H-share listing. In this note, we talk about the recent...
723 Views
Seres Group A/H Listing - Rapid Growth but Its Partner’s Sanctions Risk Might Keep Some Away
Seres Group (601127 CH), a Chinese NEV manufacturer, aims to raise around US$1bn in its H-share listing. The company has now filed its PHIP and...
643 Views