June Themes and Thematic Portfolio Review
We review overall market performance, our investment themes, highlighting additions and substractions in the thematic portfolio.
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Despite Many Years and Efforts, Insurance Covered Online Pharmacies Still Only 0.8-3.6% of Total
Beijing introduces online payments for medical social insurance, but slow adoption due to vested interests of the state healthcare complex and...
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Cirrus Aircraft IPO - Fundamentally Sound but Parent Still Under Sanction
Cirrus Aircraft (0153126D US) seeks to raise up to US$197m in its Hong Kong IPO. In this note, we undertake a quick peer comparison and share our...
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Chenqi Technology IPO - Smallest in Scale, Sentiment Might Not Be the Best
Chenqi Technology Limited (CT HK) is looking to raise up to US$174m in its Hong Kong IPO, after downsizing from an earlier reported float of US$300m.
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Chenqi Technology Pre-IPO - PHIP Updates - Sales Growth Accelerated but Sustainability in Question
Chenqi Technology Limited (CT HK) is looking to raise US$130m in its upcoming Hong Kong IPO, after downsizing from an earlier reported float of...
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