Primer: Nongfu Spring (9633 HK) - Oct 2025
Nongfu Spring is the dominant market leader in China's packaged drinking water and broader beverage industry, demonstrating consistent growth...
432 Views
Nongfu (9633 HK): 1H25, Recovering from Defamation, Record High Margin
Nongfu Spring’s revenue increased by 16% YoY in 1H25, compared to a decrease in 2H24. The operating margin reached its historical high. Wahaha, the...
329 Views
2024 High Conviction - Giant Biogene - Growth Rate Keeps Moving Higher
Giant Biogene was listed in Hong Kong IPO in 2022. It has done well since and is now trading 45% above its IPO price, but its still cheap.
754 Views
Nongfu Spring (9633 HK): Within Striking Distance
Nongfu Spring's valuation has come down while the company continues to deliver on earnings consistently. The company's strong fundamentals and...
613 Views
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.
438 Views