MIXUE Group IPO: The Investment Case
The investment case rests on a strong brand, leading market share, high revenue growth, robust cost control, stable profitability and cash generation.
939 Views
2024 High Conviction Idea - High Beta and Low Risk Recommendations
"2024 high-beta and low-risk recommendations: JD.com, JD Logistics, JDHealth, Tencent, Luckin for 2024 YE horizon. KE Holdings, NetEase, Kuaishou...
669 Views
[Blue Lotus Sector Update]: 2024 High Conviction Idea: Two Scenarios Towards Year End
China growth equity faces geopolitical uncertainty in C3Q24 due to the US election, but a relief rally is expected in C1Q24. Blue Lotus prepared...
577 Views
Sichuan Baicha Baidao Pre-IPO - The Positives - Riding on Franchise Store Expansion
Sichuan Baicha Baidao Industrial (SBBI) is looking to raise up to US$300m in its upcoming HK IPO. The company sells new style tea drinks through...
648 Views
Luckin’s New Moutai-Laced Lattes Create a Stir in China’s Coffee Wars
Luckin Coffee is creating a stir with an unusual offering to capture the attention of Chinese coffee drinkers: lattes with a nip of Kweichow...
663 Views