Bloks Group Pre-IPO - The Positives - Wide Portfolio of Established IPs
Bloks Group (1850960D CH) is looking to raise US$300m in its upcoming Hong Kong IPO. In this note, we will talk about the positive aspects of the...
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ACME Solar Holdings Pre-IPO Tearsheet
ACME Solar Holdings (1700918D IN) is looking to raise US$360m in its upcoming India IPO. The bookrunners on the deal are ICICI, JM Financial,...
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China Consumption Weekly (2024 Jul 22): Xiaomi, Guangzhou Automobile, NIO, AAPL, Starbucks
Xiaomi’s global market share increased to 15% in 2Q24 from 13% in 2Q23. GAC Aion began to produce in Thailand. Cotti Coffee extended its sales to...
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Xiaomi (1810 HK): 2Q24 Shipments – High Growth and High Market Share
Xiaomi (XM)’s shipments increased by 29% YoY in 2Q24. Xiaomi is the only clear gainer of market share. We believe the stock has an upside 35% for...
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ASICS Placement Updates - Share Pop Done, Now Needs to Correct
A group of shareholders aims to raise around US$1.3bn via selling around 11% of ASICS Corp (7936 JP). We have looked at the deal dyanmics in our...
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