J&T Global Express Pre-IPO - Peer Comparison
J&T Global Express, a global logistics service provider, is looking to raise about US$500m in its upcoming Hong Kong IPO. In this note, we...
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HK Short Interest Weekly: Wuxi Bio, Xpeng, Mnso, Bidu, Meituan, China Mobile, Baba
We analyzed the latest HK SFC report for aggregate short position as of Sep 29th and highlight short interest changes in Wuxi Bio, Xpeng, Mnso,...
407 Views
Kokusai Electric IPO - Not Wholly Convinced, One Needs to Look past the Cycle
KKR is looking to raise around US$730m via selling a stake in Kokusai Electric (6525 JP) (KE) in its Japan IPO. In this note, we talk about the...
525 Views
Lalatech Holdings Pre-IPO - Refiling Updates - Growth and Profit Pickup but Valuation Gap Remains
Lalatech Holdings Co Ltd (LALA HK) is looking to raise about US$1bn in its upcoming HK IPO. In this note we talk about the refiling updates.
441 Views
As a Group, Typical SHEIN & Temu Users in the US Lack Political Clout; Why It Matters
In this insight we explain why SHEIN's and Temu's youthful customer base in the US is a political liability, despite its attractive growth potential.
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