UBTech Robotics IPO - Quick Thoughts on Valuation - Too Hefty a Premium for Slowing Growth
UBTech Robotics (9880 HK) is looking to raise about US$168m in its upcoming HK IPO, after downsizing from an earlier reported float of up to US$700m.
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[Blue Lotus Sector Update]: Latest Developments in Short Video Point to Possibilities
The competition in the short-play market may hinder the collaboration between Weixin Video Account and Douyin China, but Tencent is expected to...
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China Consumption Weekly: East Buy, NIO, Tencent, PDD, Alibaba, JD.com
East Buy plunged after a conflict broke out between the top broadcaster and the management team. NIO will launch a second brand for low price...
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REPT BATTERO Energy IPO Trading - Needs to Correct by 20-30%, at Least
REPT BATTERO Energy (REPT) raised around US$270m in its Hong Kong IPO. In this note, we talk about the demand and trading dynamics.
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A/H Premium Tracker (To 15 Dec 23): Time To Go Long Hs Vs As.
A/H Premiums reached their highest average (arithmetic - not the HS Index) in a year on Monday. And then turned. Overseas liquidation feels...
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