Past A/H Listings Performance - Have Been a Mixed Bag
Two of the biggest deals in the Hong Kong pipeline are A/H listings for S.F. Holding (002352 CH) and Midea Group (000333 CH). In this note, we have...
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Midea A/H Listing - Filing Updates - Growth and Margins Pick Up
Midea Group Co Ltd A (000333 CH), one of the world’s largest home appliance producers, aims to raise up to US$3bn in its H-share listing.
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New Oriental Education & Technology: Back From the Dead
MSCI China Funds are starting to engage with New Oriental Education & Technology after a big exodus in 2021 following China’s Tech Crackdown.
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Honasa Consumer IPO - Thoughts on Valuations
Honasa Consumer, a beauty and personal care company, is looking to raise about US$200m in its upcoming India IPO. In this note we talk about...
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China Consumption Weekly (30 Oct 2023): Alibaba, Trip.com, New Oriental, Weibo
JD is competing with a broadcaster on Alibaba’s app. Trip.com’s domestic orders during National Holidays were double last year. New Oriental’s...
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