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...
449 Views
ARM Holdings Pre-IPO - Pre-Privatisation to Pre-Listing Changes - Slower Growth, Lower Margins
Softbank Group aims to raise around US$8-10bn via selling some of its stake in ARM Holdings’ US IPO. In this note, we compare its recent...
507 Views
ARM Holdings Limited - The Negatives - Tepid Growth and China JV Issues
Softbank Group (9984 JP) aims to raise around US$8-10bn via selling some of its stake in ARM Holdings ’ US IPO. In this note, we talk about the not...
460 Views
ARM Holdings Limited - The Positives - Pervasive Global Presence
Softbank Group (9984 JP) aims to raise around US$8-10bn via selling some of its stake in ARM Holdings ’ US IPO. In this note, we talk about the...
551 Views
SF Holdings A/H Listing - Early Look - Front Running
The company has just filed its application prood for an H-share listing. As per media reports, it could look to raise up to US$3bn in its Hong Kong...
916 Views