Major Shareholders of CLPH (1589:HK) Selling! Revisiting Narrative & Valuations
China Logistics Property Holdings isn't cheap, but the potential sale of controlling stakes in the company could draw strong interest from JD.com...
963 Views
ESR Cayman Placement - Hasn't Done Much Since Listing, Liquidity Remains Tight
A group of shareholders, including Warburg Pincus, aim to raise around US$177m via selling 2.7% of ESR Cayman (1821 HK). We had covered the...
624 Views
ESR Cayman IPO Trading - Riding (Higher) On Momentum - Some Book Colour, Privatisation Comparison
ESR Cayman (ESR HK)'s IPO was priced at HKD16.80/share and upsized to raise US$1.6bn. In my previous series of insights, links are below, I had...
680 Views
ESR Cayman IPO Valuation: A Full Price
ESR Cayman (ESR HK) has relaunched a larger IPO to raise as much as HK$11.4 billion ($1.45 billion). The indicative price range of HK$16.20-17.40...
623 Views
ESR Cayman Re-IPO - Trying to Hitch a Ride on Momentum. Other Cheaper Ways to Play on E-Commerce
In its previous Hong Kong listing attempt in Jun 2019, ESR Cayman (ESR HK) aimed to raise up to US$1.2bn. This time around, the company is planning...
611 Views