China Resources Beverage IPO - Volatility Makes Pricing a Bit Tricky
China Resources Beverage (CRB HK) is looking to raise up to US$650m in its Hong Kong IPO. In this note we talk about the IPO pricing.
675 Views
A-H Premium Weekly (Oct 11th):BYD, SMIC, TSINGTAO, Guotai Junan Securities, HAITONG, CanSino
We analyzed A-H premium changes in the past week and highlight A-H premium changes for BYD, SMIC, TSINGTAO, Guotai Junan Securities, HAITONG,...
450 Views
September Themes and Thematic Portfolio Review
We review overall market performance, our investment themes, highlighting additions and substractions in the thematic portfolio.
418 Views
China Resources Beverage Pre-IPO - Updated Thoughts on Valuation
China Resources Beverage (CRB HK) is looking to raise up to US$1bn in its upcoming Hong Kong IPO. In this note, we talk about our updated thoughts...
688 Views
China Resources Beverage Pre-IPO - PHIP Updates - Revenue Slowing, Margins Growing
China Resources Beverage (CRB HK) is looking to raise up to US$1bn in its upcoming Hong Kong IPO. In this note, we talk about updates from its PHIP...
631 Views