Sichuan Baicha Baidao Pre-IPO - PHIP Updates - Store Additions Driving Growth as SSSG Lags
Sichuan Baicha Baidao Industrial (SBBI) is looking to raise up to US$300m in its upcoming HK IPO. In this note, we talk about the PHIP updates.
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MIXUE Pre-IPO - Initial Thoughts on Valuation
Mixue Group is looking to raise about US$1bn in its upcoming Hong Kong IPO. In this note, we provide our earnings estimates and initial thoughts on...
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MIXUE/ChaPanda/Good Me Pre-IPO - Peer Comparison
Mixue is looking to raise about US$1bn in its Hong Kong IPO, while ChaPanda and Good me)are said to be looking to raise US$300m each. In this note,...
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Ping An Healthcare and Technology (1833.HK) - Valuation Logic May Completely Change Due to New Path
The core of future development of PAGD is not who the CEO is, but what kind of development path it will take. Valuation logic would change...
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Hong Kong Connect Flows (Feb 23rd): CNOOC, China Mobile
We analyzed southbound Hong Kong connect flows in the past week and highlighted the weekly flows for CNOOC, China Mobile.
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