ENTITY
Alibaba Health Information Tec

Alibaba Health Information Tec (241 HK)

383
Analysis
Consumer StaplesChina
Alibaba Health Information Technology Limited is an integrated healthcare information and content service provider. The Company uses product identification, authentication, and tracking system data for its healthcare information.
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23 Aug 2023 12:36

TVS Supply Chain Solutions IPO Trading - Offered at a Premium with Underwhelming Subscription Rates

TVS Supply Chain Solutions (1915741D IN) raised around US$108m in its India IPO. In this note, we talk about the demand and trading dynamics.

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Ethan Aw
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17 Aug 2023 12:52

JD Health 1H2023: Reports Operating Profits; Margin Upside Is Very Limited

Though JD Health made an OPM of 5.7% in 1Q2023, 1H2023 OPM was 3.5% in line with our analysis that OPM in excess of 2-3% may not be possible in the...

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17 Aug 2023 09:00

LianLian Digitech Pre-IPO - Declining Profitability with No End in Sight Just Yet

Lianlian DigiTech (2104619D CH) is looking to raise up to US$500m in its upcoming HK IPO. Lianlian’s digital payments segment has historically been...

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Ethan Aw
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bearishSOCAR
16 Aug 2023 09:00

SoCar Lock-Up - Close to All-Time Low but Can Expect Some Post-Lockup Selling

SOCAR's (403550 KS) one-year lockup will expire on 21st Aug 2023. In this note, we will talk about the lock-up dynamics and updates since our last...

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Ethan Aw
277 Views
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09 Aug 2023 15:20

TVS Supply Chain Solutions IPO - RHP Updates, Peer Comparison & Thoughts on Valuation

TVS Supply Chain Solutions (1915741D IN) is looking to raise up to US$110m in its India IPO, after downsizing from an earlier float of up to US$500m.

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Ethan Aw
402 Views
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