Cainiao Pre-IPO - The Negatives - Growth Still Driven by China Ops, Pricing Pressure Persists
Cainiao, Alibaba Group Holding (9988 HK)’s logistics linked arm, is planning to raise at least US$1bn in its Hong Kong IPO. In this note, we talk...
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Cainiao Pre-IPO - The Postivies - Evolving into a Global Player, Decent Revenue Growth
Cainiao Smart Logistics , Alibaba Group Holding (9988 HK)’s logistics linked arm, is planning to raise at least US$1bn in its Hong Kong IPO.
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Onewo IPO Lock-Up - US$1bn+ Lockup Release, Parent Could Still Sell
Onewo (2602 HK) (OST) had raised around US$730m in its Hong Kong IPO in Sep 2022. Its one-year lockup is set to expire soon.
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Leapmotor IPO Lock-Up - US$3.3bn Lockup Expiry, Everyone in the Money, CCASS Movement to Boot
Leapmotor (9863 HK) (LM) raised around US$800m in its Hong Kong IPO. The stock was listed in Sep 2022, its lockup on pre-IPO investors will expire...
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Quiddity HK Connect SOUTHBOUND Flows (Week to 22Sep23) : China Mobile, Meituan, Xpeng, Banks!
Quiddity HK Connect SOUTHBOUND Monitor, offering data on liquid names, interactive tables, and charts. Ten straight weeks of net inflows into Hong...
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