Primer: Tsingtao Brewery Co Ltd H (168 HK) - Apr 2026
Strong Brand Heritage and Market Position: Tsingtao is one of China's most established and recognized beer brands, founded in 1903. It holds a...
106 Views
2024 High Conviction - Giant Biogene - Growth Rate Keeps Moving Higher
Giant Biogene was listed in Hong Kong IPO in 2022. It has done well since and is now trading 45% above its IPO price, but its still cheap.
878 Views
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...
613 Views
Bud APAC (1876 HK): Nursing a Hangover; Now Comes a Passive Overhang
Bud APAC is up since the Insight was published and is near the upper end of the downward sloping channel. With Hong Kong closed Monday and Tuesday...
1.4k Views
Weilong Delicious Global IPO Lock-Up - Now for the Re-IPO with 10x Increase in Free Float
Weilong Delicious Global (9985 HK), a spicy snack food company in China, raised around US$130m in its Hong Kong IPO in Dec 2022. In this note, we...
587 Views