2024 High Conviction: Meituan / MT (3690 HK) - Big Opportunity Emerging After Plunge
The stock has been declining for three years and plummeted after the 3Q23 results. However, we believe MT and its corporate clients have been...
315 Views
Sino-Synergy Hydrogen IPO - High Potential but Comes with Ample Issues
Sino-Synergy Hydrogen Energy Technology (9663 HK) (SHET) is looking to raise around US$200m in its Hong Kong IPO. In this note we look at its past...
374 Views
Leader Energy Holdings Pre-IPO - Still Too Early for an ESG Angle
Leader Energy Holdings (1814173D MK) is looking to raise up to US$215m in its upcoming Malaysia IPO. LE’s revenue has grown on the back of higher...
532 Views
Zeekr Pre-IPO - Quick Note - Recent Filing Updates - 007, Earnings on Track
ZEEKR (ZK US), a premium EV brand by Geely Auto (175 HK), aims to raise around US$500m in its US listing. In this note, we talk about the updates...
414 Views
Monthly Chinese Express Tracker | Q3 Margins Battered By Price | More to Come in Q4 (November 2023)
Companies focused on China's domestic 'ground' express continued to experience price pressures in October. These pressures will continue in the...
371 Views