MIXUE Group (2097 HK) IPO: The Bear Case
The bear case rests on unsustainable growth rates, pressure on KPIs, bottom-tier R&D spending, high capex intensity, and bottom-tier FCF generation.
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Weekly Deals Digest (23 Feb) - JXAM, Canvest, CNBM, Tam Jai, Proto, Domain, Mayne, SG Fleet
A weekly summary of key developments across ECM and Event-Driven names across Hong Kong, Australia, New Zealand, Singapore, Japan, Indonesia,...
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MIXUE Group (2097 HK) IPO: The Bull Case
The bull case rests on a strong brand, leading market share, peer-leading revenue growth, top-tier profitability and cash generation.
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MIXUE IPO - Decent Cornerstone, past Sentiment Overhang
Mixue Group is now looking to raise around US$450m in its upcoming Hong Kong IPO. In this note, we talk about the IPO pricing.
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Mixue Group IPO: Value For Money Pricing and Attractive Valuations
Given its robust growth track record and long term competitive strengths that positions Mixue for sustainable long term performance, its IPO seems...
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