Shanghai/Shenzhen Southbound Connect: Weekly Moves (30 June 2022)
Inside is a recap of movements in the last week relating to the Shanghai and Shenzhen-Hong Kong Stock Connect. Overall, net inflow was ~US$1.5bn,...
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ThaiBev’s BeerCo IPO: What's It Worth?
The target raise by offering 20% of BeerCo's issued shares points to a valuation of US$4.0-5.0 billion. Our first-look valuation analysis suggests...
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ThaiBev’s BeerCo IPO: Third Time’s the Charm?
BeerCo is once again pre-marketing an SGX IPO to raise US$0.8-1.0 billion. In this note, we look at the latest set of results and highlight the key...
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Hong Kong Connect Flows Monthly (May): Meituan, CNOOC, Tencent
Inflows last month amounted to USD 5.7bn which marks sixth months of inflows. Top three stocks southbound investors bought were Meituan, CNOOC, and...
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Tsingtao Placement - Ending the Selldowns with the Biggest One so Far
Fosun aims to raise around US$527m via selling a 3.5% stake in Tsingtao. We have covered three other selldowns by Fosun before.
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