China Resources Beverage Pre-IPO - PHIP Updates - Revenue Slowing, Margins Growing
China Resources Beverage (CRB HK) is looking to raise up to US$1bn in its upcoming Hong Kong IPO. In this note, we talk about updates from its PHIP...
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Overview #10 -China Knocks It Out of the Park
A review of recent events/data impacting our investment themes and outlook. We look at the implications of the China stumulus package and Japan's...
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China Crosses the Rubicon - Direct Payments to Kickstart Consumption
Policy efforts are shifting towards driving consumption and boosting consumer confidence, presenting a favourable risk-reward opportunity for...
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Prosus X Naspers: Discounts Catch Bid on China Stimulus, Trip.com Stake Fully Exited
The discounts of Naspers and Prosus have rallied following news flow out of China on fresh stimulus measures. There is likely room for further...
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China Resources Beverage Pre-IPO - Thoughts on Valuation
China Resources Beverage has now filed its PHIP and will begin pre-marketing soon. We will have a look at its latest filing and revise our...
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