Hong Kong Connect Flows (Oct 20th): Meituan
We have analyzed southbound Hong Kong connect flows in the past week and have highlighted flows for Meituan ( 3690 HK ).
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Cainiao Pre-IPO - Initial Thoughts on Valuation
Cainiao Smart Logistics, Alibaba Group Holding’s logistics linked arm, is planning to raise at least US$1bn in its Hong Kong IPO.
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Cainiao Pre-IPO - Peer Comparison
Cainiao Smart Logistics, Alibaba (9988 HK)’s logistics linked arm, is planning to raise at least US$1bn in its Hong Kong IPO.
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Hong Kong Connect Flows (Oct 13th): Meituan, Tencent
We analyzed the Hong Kong Connect Scheme for last week and highlight weekly flows for Meituan (3690HK) and Tencent (700HK).
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Pre-IPO Guoquan Food (Shanghai) - High Growth May Not Be Sustainable; Long Logic Doesn't Hold Water
Guoquan's franchise model doesn't have high moat.Scale effect is fading after people change eating habits/cut back on spending. Previous high...
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