Sichuan Baicha Baidao Pre-IPO - PHIP Updates - Store Additions Driving Growth as SSSG Lags
Sichuan Baicha Baidao Industrial (SBBI) is looking to raise up to US$300m in its upcoming HK IPO. In this note, we talk about the PHIP updates.
431 Views
Sichuan Baicha Baidao Pre-IPO - The Negatives - Growth Is Unsustainable
The company has filed its PHIP and is pre-marketing this week. We will look at the updates from its recent filings in our next note.
784 Views
[Vipshop (VIPS US, BUY, TP US$20.4)TP Change]: Will Live for the Moment Consumption Persist in 2024?
​Vipshop's C4Q23 results meet expectations, with "live for the moment" and consumption downgrade trends driving growth in 2024. Analysts maintain a...
676 Views
China Consumption Weekly (4 Mar 2024): Alibaba, Sun Art, Li Auto, Nayuki, NetEase, Vipshop
Alibaba closed four supermarkets at the end of February. Alibaba is moving retailers from the discount app back to Taobao. Li Auto’s deliveries...
509 Views
Vipshop: Positive Technical Analysis Signals
In this insight, we perform a technical analysis of Vipshop by looking at earnings forecast revision trends, momentum indicators, and current...
385 Views