Cheerwin Group IPO: Valuation First Look
Cheerwin is pre-marketing for an HK IPO to raise up to $400 million, according to press reports. In this note, we present our forecasts and take...
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CPMC Holdings (906 HK): An Attractive Inexpensive Alternative Consumption Play
CPMC is well positioned to capture the strong packaging demand from food, beverage and chemical products driven by China's consumption growth. Yet,...
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Tokopedia PT (1087142D IJ) - From Private to Public by Hook or by Crook
Tokopedia has confirmed that it is looking to go public and has enlisted Investment Banks to speed the process. This will give investors an...
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Blue Moon IPO: Trading Debut
Blue Moon priced its IPO at HK$13.16 and opened 14% higher at HK$15.00 in the grey market. Our DCF sensitivity analysis shows that the IPO price...
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Blue Moon Group IPO Trading - Too Expensive for Our Liking but Retail Traders Seem to Like It
Blue Moon Group Holdings (BMG HK) (BMG) raised around US$1.4bn in its Hong Kong listing. The company is backed by Hillhouse who first invested in...
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