Lalatech Holdings Pre-IPO - Refiling Updates - Growth and Profit Pickup but Valuation Gap Remains
Lalatech Holdings Co Ltd (LALA HK) is looking to raise about US$1bn in its upcoming HK IPO. In this note we talk about the refiling updates.
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As a Group, Typical SHEIN & Temu Users in the US Lack Political Clout; Why It Matters
In this insight we explain why SHEIN's and Temu's youthful customer base in the US is a political liability, despite its attractive growth potential.
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MT (Meituan 3690 HK): 2Q23, Record High Op Profit, 38% Buy
Total revenue grew by 33% YoY, which is the highest growth rate in the past seven quarters. The company achieved a higher operating profit in 2Q23...
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Dollar General (DG-US) - It's a trap!
After spectating DG for some time, I bought a small starter position in June. It is not often that you get a chance to buy a compounder like this...
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Lalatech Holdings Limited Pre-IPO - Thoughts on Valuation - Needs a Very Big Cut from Pre-IPO Rounds
Lalatech Holdings Co Ltd (LALA HK) is looking to raise about US$1bn in its upcoming HK IPO. In this note, we talk about valuations.
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