L'Occitane (973 HK):Â Underlying Fundamentals Intact
​L'Occitane (973 HK)'s controlling shareholder terminates potential privatization offer, but the company's growth prospects remain strong. Take...
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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.
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Japan Morning Connection: Improved Sentiment in China Puts the Focus on Squeeze Targets
​Investors should keep an eye on potential squeeze targets with large short interests, including Shiseido, Daikin, TOTO, Yamaha Corp, and Nabtesco.
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Japan Morning Connection: NVDA Disappoints
​NVDA disappoints market, setting weak tone for Japanese tech names. Shiseido faces further earnings downside. Market pivots to value and domestic...
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Giant Biogene Placement - Has Been Doing Well but Doesn’t Need the Cash
Giant Biogene (2367 HK) aims to raise up to US$205m via a top-up placement. In this note, we talk about the deal dynamics and run the deal through...
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