ECM Weekly (10th Mar 2025) - BYD, Japan Post, Mixue, Sanhua, Chifeng, Nanshan, Goertek, Travel Food
Aequitas Research's weekly update on the IPOs, placements, lockup expiry and other ECM linked events that were covered by the team over the past week.
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China Healthcare Weekly (Mar.9) - 11th VBP, PD-1/VEGF BsAb Outlook, MIXUE's Stunning IPO Debut
The 11th national VBP in 2025H1 will impact big pharma companies. AK112 would seize 40%-50% of the PD-1/VEGF BsAb market. MIXUE's IPO debut was...
626 Views
Pre-IPO MIXUE Group (2097.HK) - The IPO Is Attractively Priced
MIXUE's IPO debut was stellar.By March 3, market value was over HK$100 billion, higher than HK$86.4-96 billion range as analyzed in insight. P/E...
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MIXUE Group (2097 HK): What to Do Now?
MIXUE has a successful Hong Kong IPO with a 43.2% share price surge on the first day of trading, but caution is needed due to the high PER premium...
628 Views
MIXUE IPO Trading - Strong Demand, Set to Break the Tea Chain Jinx
Mixue Group (2097 HK) raised around US$450m in its Hong Kong IPO, which was well covered. In this note, we talk about the trading dynamics.
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