Last Week in GER Research: Meituan-Dianping, Nio, Gangfeng Lithium, Pinduoduo and 111 Inc
Below is a recap of the key IPO and fundamental research produced by the Global Equity Research team. This week we highlight a more palatable...
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Meituan Dianping IPO: Tastier at the “New” Low End of the IPO Price Range
Meituan Dianping (MEITUAN CH) has set an indicative IPO price range of HK$60-72 ($7.64-$9.17) per share and seeking a valuation of $45.5 billion to...
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NIO IPO: August Metrics Point to Potential Signs of Waning Consumer Interest
In an F-1/A filing, NIO Inc (NIO US) published the number of reservations and vehicles produced and delivered for the month of...
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Erajaya (ERAA): The New Era Will Last
Angus did an excellent job in uncovering investment opportunity in Erajaya Swasembada (ERAA IJ) pre-2018 and has done very well since. With the...
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111 Inc IPO Valuation: Pricing Does Not Adequately Reflect the Risks
111 Inc (YI US) announced its IPO price range of $14-16 per ADS. At the mid-point of the IPO price range, 111 will raise net proceeds of...
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