MIXUE Pre-IPO - Updated Peer Comparison - Bigger, Faster, Stronger
MIXUE Group Mixue Group is now looking to raise around US$500m in its upcoming Hong Kong IPO. In this note, we update our earlier peer comparison.
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[Blue Lotus Non-US Internet Weekly, 7/52]: Xi's Meeting with Ma Went Way Beyond Just Reconciliation
Western media praised Xi's handshake with Ma as historic, but missed the mark. Alibaba's moves could impact Pinduoduo and JD.com, highlighting its...
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Xtapli Placement - Questionable Timing. An AI Momentum Play, at Best
Xtapli is looking to raise around US$242m via a primary placement, after having raised US$145m in Jan 2025. In this note, we talk about the deal...
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[Blue Lotus China New Consumer Weekly, 7/52] Xi's Meeting with Ma Closed the Anti-Monopoly Chapter
Xi's meeting with Chinese business leaders signals a closer relationship going forward. Social financing data improved in January 2025. BYD's...
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NPN X PRX: Discounts Likely to Catch Further Bid on China News Flow
The discounts of Naspers and Prosus are expected to catch a further bid as China adopts a more positive stance towards private sector. Tencent...
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