Earnings Quality Short Candidates: CELH, FTCH, WOLF, WMG
Earnings Quality shorts lead to idiosyncratic alpha. Today, we show our model rankings and highlight CELH, FTCH, WOLF, WMG.
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FSN E-Commerce (Nykaa) IPO - Beauty Showing Signs of Improvement but Its Too Expensive for Our Taste
FSN E-commerce (Nykaa) aims to raise around US$720m in its Indian IPO. In this note, we will look at the recent updates and valuation.
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AiHuiShou IPO - Priced to Go but Won't Do a Kanzhun
Aihuishou (RERE US), China’s largest pre-owned consumer electronics transactions and services platform, aims to raise up to US$243m via a US...
358 Views
AiHuiShou Pre-IPO - Mostly Positive - Pre-Owned but Well Loved
Aihuishou(RERE US), China’s largest pre-owned consumer electronics transactions and services platform, aims to raise upto US$1bn via a US listing....
225 Views
China ADRs Quick Update - SEC, Archegos, Blocks - Showing Signs of Life
On 29 Mar, we spoke about the Archegos driven correction, that had followed close on the heals of the SEC driven correction for the sector. In this...
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