SHEIN (1895674D HK): Synthetic Expert Call Transcript (11 Jul 2026)
SHEIN’s newly approved Hong Kong IPO at a $40 billion to $50 billion valuation represents a major strategic discount—down from its $100 billion...
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SHEIN Gets CSRC's OK for HK IPO | Temu Fined 200M Euros | New EU Fee Could Sharply Raise Costs
In this insight we highlight important news items affecting major players in China's direct-to-consumer eComm segment (SHEIN, Temu, AliExpress).
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SHEIN: Several US Customs Broker Suspensions Tied to Tighter 'de Minimis' Rules
US Customs and Border Protection has tightened the rules under which SHEIN and Temu import cheap goods into the US. As a result, six US customs...
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HK IPO Cornerstone Performance League Table (9M2026)
HK IPO: We rank repeat cornerstone investors by the average 2W return of IPOs they backed. In 9M2026, deals with hedge fund cornerstones...
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HSTECH Index: Market Consultation Conclusions, Updated Potential Adds & The Borderline Names
Introduction/tightening of revenue/liquidity criteria changes the list of potential adds. Estimated one-way turnover at the Dec rebalance is 14.2%...
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