Amer Sports IPO Trading - Downsized and Cornered, Close to Optimistic Fair Value
Amer Sports (AS US) raised around US$1.3bn in its US IPO, after pricing its IPO below its initial range, as per media reports.
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[Blue Lotus Daily - TMT Update]:BABA/1801 HK/NTES/700 HK/BIDU
Taobao begins developing HarmonyOS apps, reducing reliance on Android. Game code for 2024 surpass 100. US Commerce Department's decision benefits...
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Alibaba (9988 HK) 3Q24 Earnings Preview: Could Be Unimpressive, But Just Reorganized Main Business
Alibaba Changed its Tmall Taobao business unit from three centers to six departments. We believe the change means Alibaba is moving its focus from...
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Mixue Pre-IPO: Reliable Price Advantage – An On-The-Ground Viewpoint
We believe Mixue’s low prices are fit for the current weak economy. A “freshly made” price lower than Mixue’s will compete with bottled drinks. We...
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Monthly Chinese Express Tracker | Volumes Remain Firm | Domestic Pricing Worsens (January 2024)
Industry volume growth remains firm, but price pressure on domestic 'sort and transport' companies continued to increase in December. We expect SF...
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