DPC Dash (1405 HK): Strong 2Q Data Pointing to Underappreciated Growth and Margin Potential
DPC Dash's strong 2Q operating data indicate healthy growth potential and margin expansion that are underestimated by market. Interim results in...
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Guzman Y Gomez IPO Trading - Strong Demand, Not All Shares in Escrow
Guzman Y Gomez  raised around US$221m in its upsized Australian IPO. Demand was said to be strong, as per media reports. In this note, we talk...
420 Views
Luckin's Small Step into Non-Coffee Drinks Is a Big Step of Its Future Directions
​Luckin's Lemonade drinks are a short-term profit boost, but may not sustain due to lower quality. Luckin's pursuit of me-too SKU is worrisome to us.
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Mao Geping Cosmetics Pre-IPO - Riding on the Founder’s Reputation
Mao Geping Cosmetics is looking to raise around US$300m in its upcoming Hong Kong IPO. In this note, we talk about the company's past performance.
629 Views
Guzman Y Gomez IPO - Peer Comp and Thoughts on Valuations
Guzman Y Gomez (GYG) now plans to raise US$221m, an increase from its earlier target of US$160m, in its Australian IPO. In this note, we undertake...
553 Views