2024 High Conviction - ZJLD - Buoyed by a Premiumisation Shift
In Apr 2023, ZJLD Group (6979 HK) raised around US$676m in its HK IPO. While it initially had a turbulent listing, the shares are now trading above...
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ZJLD Lock-Up - KKR’s US$680m Stake to Be Unlocked, Although the PE Could Opt to Wait
ZJLD Group (6979 HK) raised US$676m in its Hong Kong IPO in April 2023. Its six-month lockup will expire on 26th Oct 2023.
643 Views
Northbound Flows (Sep 15th): Six Weeks of Outflows
We analyzed northbound Shanghai/Shenzhen connect flows in the past week and highlight flows for Zhongji Innolight, CATL, Moutai, Wuliangye, Longi...
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Guoquan Food Pre-IPO - Decent Track Record, Although Newfound Profits Could Be Unsustainable
Guoquan Food (Shanghai) (1786512D CH) is looking to raise about US$500m in its upcoming Hong Kong IPO. Guoquan Food (Shanghai) is a home meal...
317 Views
ZJLD Group IPO Trading - Subscription Rates Better than Recent Large HK Deals
ZJLD Group (ZJLD HK) raised around US$676m in its Hong Kong IPO. In this note, we will talk about the trading dynamics and valuation.
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