Beyond Meat (BYND US): Beaten Down Stock in an Upbeat Segment. What, Now?
We discuss Investment outlook - Long and Short term - for Beyond Meat as it trades close to the lower end of the historical valuation range.
452 Views
RLX Technology Pre-IPO - The Negatives - Limited Track Record, and Missing International Ops
RLX Technology (RLX US) aims to raise around US$1bn in its US listing. RLX is the largest branded e-vapor company in China with a market share of...
496 Views
Yum China (YUMC and 9987.HK): Store Units Exceeding 10,000, Looking to Accelerate Expansion in 2021
Yum China maintains its wide moat given attractive China restaurant industry. It consistently demonstrates the leading positions in strong...
412 Views
New Oriental Hong Kong Secondary - Might Be Relatively Small
New Oriental Education (EDU US) plans to raise around US$1bn in its secondary listing in Hong Kong. While the company has filed its PHIP, the exact...
403 Views
GDS Holdings Hong Kong Secondary - Going Big. Will Almost Become Net Cash, for a While.
Gds Holdings (Adr) (GDS US) plans to raise around US$1.6bn in its secondary listing in Hong Kong. I had covered the background of the deal in my...
370 Views