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MIXUE Group (2097.HK) - Updates on Performance Forecast and Valuation Outlook
1.3k Views10 Mar 2025 08:55
MIXUE's stellar IPO debut with conservative pricing raises valuation premium space, but concerns on future growth persist.Investors need to pay attention to the performance verification in the future
What is covered in the Full Insight:
- IPO Performance
- Valuation Outlook
- Market Sentiment
- Competition and Market Saturation
- Internationalization Prospects
Boomeranged on Mon, 24 Mar 2025 07:18
Stock price correction came shortly after MIXUE's valuation surpassed Nongfu Spring.Valuation by Mar.23 (31 P/E) was higher than industry average (27 P/E), Nongfu Spring (30 P/E), Guming (29 P/E), indicating that the market has priced in the valuation premium brought by MIXUE’s core competitiveness/scarcity of strong supply chain.Considering slowing performance growth, we think MIXUE is overvalued
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