MEITUAN: End of Subsidies Is Food for Thought !!
Meituan (3690 HK) returned to profit in 2Q26 after 3 quarters of losses. The company had a net income of RMB 2.16B vs. a consensus loss of RMB 1.23B.
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MS-China Sep 2026 Index Rebalance: Pre-Implementation Update
MS-China enters implementation on 1 Sep with 33 ADDs and 32 DELETEs. We update post-announcement stock performance and discuss implementation trades.
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Momenta Global IPO: Growth On Auto Pilot Mode
Momenta launches Hong Kong IPO to raise up to HK$5.9B aiming to enhance R&D, accelerate commercialization. Will slowly scale up and has enough...
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Momenta Global (6880 HK) IPO: Priced for Perfection
Momenta Global's IPO aims to raise HK$5.6bn, highlighting its leadership in autonomous driving. At 13.1x P/S for FY27, it is pricier than the...
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Pre-IPO UISEE Technologies (PHIP Updates) - The Business, the Concerns and the Outlook
UISEE's competitive strategy focuses on excellence in closed scenarios, with advantage in a clear commercialization path, but face challenges from...
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