Asian E-Comm Logistics | Review of 2023 ECM and M&A Activity | Preview of 2024 Deals
In this insight readers can find a review of ECM and M&A activity in the Asian E-comm logistics space in 2023, plus a preview of potential...
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2024 High Conviction: Full Truck Alliance | Strong Top Line, Margins in Q3 | Worth US$9.5 on 21x PER
In Q323 Full Truck Alliance reported strong revenue growth and impressive margin expansion compared to Q322. We believe the company's shares are...
398 Views
WuXi XDC Cayman IPO Trading - Strong Subscription Rates Heading into Listing
WuXi XDC Cayman (1877628D HK) raised US$470m in its Hong Kong IPO. In our previous notes, we looked at the company’s past performance and...
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WuXi XDC Cayman IPO - Decent Upside from IPO Range, Bulk of the Deal Taken up by Marquee Investors
WuXi XDC Cayman (1877628D HK) is looking to raise US$470m in its Hong Kong IPO. In this note, we will look at the deal dynamics and share our final...
638 Views
WuXi XDC Cayman Pre-IPO - BULL/BEAR Scenario Considerations for Valuations
WuXi XDC Cayman (1877628D HK) is looking to raise around US$500m in its upcoming Hong Kong IPO. In this note, we share our updated thoughts on...
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