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Luckin Coffee (LKNCY US)
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230
Analysis
Consumer Discretionary
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China
Luckin Coffee Inc. provides non-alcoholic beverages. The Company offers various types of coffee. Luckin Coffee serves customers in China.
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bearish
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Sichuan Baicha Baidao Industrial
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23 Apr 2024 07:28
Sichuan Baicha Baidao IPO Trading - Tepid Demand, While Peers Have Corrected
Sichuan Baicha Baidao Industrial (2555 HK) (SBBI) raised around US$330m in its HK IPO. In this note, we talk about the trading dynamics.
Sumeet Singh
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bearish
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Sichuan Baicha Baidao Industrial
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15 Apr 2024 11:43
Sichuan Baicha Baidao IPO - Doesn’t Offer a Discount to Peers
Sichuan Baicha Baidao Industrial is looking to raise up to US$330m in its HK IPO. In this note, we talk about valuations.
Sumeet Singh
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387 Views
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bullish
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Thematic (Sector/Industry)
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10 Apr 2024 16:46
[Blue Lotus Daily]:XPEV/1211 HK/3759HK/1548HK/9926HK/BGNE/9995HK/1801 HK/1810HK/LKNCY/LI/NIO/MNSO US
Didi and GAC Aion to launch first commercial L4 model in 2025, US biologic drug ban could benefit Chinese innovative drug companies, Xiaomi SU7...
Blue Lotus Research Institute
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268 Views
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bullish
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Cross Asset Strategy
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03 Apr 2024 11:00
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Syndicated
CX Daily: Huawei’s HarmonyOS Next Is Set to Rival iOS and Android
Coffee / In Depth: Luckin challenger pushes China’s coffee price war toward boiling point China’s coffee market is in the midst of a price war,...
Caixin Global
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231 Views
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bullish
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Sichuan Baicha Baidao Industrial
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28 Mar 2024 09:56
Sichuan Baicha Baidao Pre-IPO - Thoughts on Valuation
Sichuan Baicha Baidao Industrial (SBBI) is looking to raise up to US$300m in its upcoming HK IPO. We have looked at the past performance in our...
Sumeet Singh
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473 Views
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