SHEIN IPO in Hong Kong: Management Consistently Underestimated Headwinds, Harming Sales and IPO Plan
After the first market session in which SHEIN's share price didn't decline vs the previous session, we're resurfacing a few recent insights...
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GEMWeekly (20 Sep 2024): China Macro Disappoints; Samsung, Xiaomi, Tata
The Global Emerging Markets Weekly summarises the key news and related developments impacting the largest countries and constituents of the Global...
568 Views
[Blue Lotus Daily-TMT Update]:NTESUS/BABAUS/700HK/PDDUS/JDUS/VIPSUS/1810HK/SHEIN/WMTUS/4385JP/EBAYUS
NPPA approves new games, Honor of Kings sees revenue increase, Alibaba-backed AI startup introduces new model for video and music generation.
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SHEIN IPO in Hong Kong: Has OP Margin Bottomed? If It Has, SHEIN Is Approaching Value
If a potential drop in fuel prices in FY27 lifts core margins up to around 4% next year, it appears SHEIN could be trading below 14x forward PER.
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GEMWeekly (23 Aug 2024): China Property Price War; Thailand, SK Macro; SEC, Tencent, JD, Reliance
The Global Emerging Markets Weekly summarises the key news and related developments impacting the largest countries and constituents of the Global...
560 Views