Meitu Inc (1357 HK): AI a Threat? Not Really - Long-Term Compounder Driven by Dual Growth Engines
Meitu's business model remains strong and AI image generation threat is overdone, with overseas markets and e-comm vertical being growth drivers....
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Primer: Meitu Inc (1357 HK) - Nov 2025
Transition to AI-Driven Subscriptions Fueling Growth: Meitu is successfully transitioning its business model from advertising to a high-margin,...
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Meitu (1357 HK): AI-Driven Global Index Inclusion
Meitu could be added to a global index in August as its AI forays pay off. The recently announced positive profit alert could sustain momentum....
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JD Industrials IPO - Valuation Cut Means Its Priced to Go
JD Industrials (7618 HK) is now looking to raise up to US$421m, in its Hong Kong IPO. In this note, we talk about valuations.
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Mao Geping IPO Lockup - US$4.7bn Lockup Release for Founders and Pre-IPO Investors
Mao Geping Cosmetics (1318 HK) raised around US$345m in its Hong Kong IPO. The lockup on its founders and pre-IPO investors is set to expire soon.
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