Articles from Caixin Global, Caixin Global

Caixin Global

Articles from Caixin Global

Caixin is a media group dedicated to providing financial and business news through periodicals, online content, mobile apps, conferences, books and TV/video programs. Caixin aims to blaze a trail that helps traditional media prosper in the new media age through integrated multimedia platforms.

News from Caixin

Cross Asset Strategy

<ul>
<li>Reform /: China plans deeper reforms to modernize key areas of government and party</li>
<li>Covid-19 /: South Korea will end testing for travelers from China</li>
<li>Homes /: More Chinese families planning to buy a home, survey shows</li>
</ul>


Reform /: China plans deeper reforms to modernize key areas of government and party
Covid-19 /: South Korea will end testing for travelers from China
Homes /: More Chinese families planning to buy a home, survey shows


CX Daily: The Bidding War for Fosun’s Nangang May Heat Back Up

APAC IPOs & Placements, Aequitas Research

Clarence Chu

APAC IPOs & Placements

IPOs and Placements coverage across Asia Pacific

Aequitas Research

We cover all listing across the Asia Pacific along with follow-up placements. As of Dec 2020, our team had covered 539 IPOs with a hit rate of 73.5% and 685 placements with a hit rate of 66.8%.

We combine fundamental bottom-up views with our proprietary quantitative framework to provide a holistic coverage across new listings and placements. Our coverage includes pre-IPO notes before the deal is launched, follow-up analysis once the deal is live and post-listing trading analysis as well.

Equity Capital Markets

Jiangsu Fangzhou Chemical / Equity Capital Markets

<ul>
<li>
<a href="https://www.smartkarma.com/entities/fangzhou-group" target="_blank" data-smartkarma-citation="entities:36560:1" rel="noopener">Fangzhou Group (FANGZHOU HK)</a> is looking to raise about US$300m in its upcoming Hong Kong IPO.</li>
<li>Fangzhou (FZ) is an online chronic disease management (CDM) service provider in China.</li>
<li>In this note, we will talk about the not-so-positive aspects of the deal.</li>
</ul>



Fangzhou Group (FANGZHOU HK) is looking to raise about US$300m in its upcoming Hong Kong IPO.
Fangzhou (FZ) is an online chronic disease management (CDM) service provider in China.
In this note, we will talk about the not-so-positive aspects of the deal.


Fangzhou Pre-IPO - The Negatives - Hard to Shake off Loss-Making Tendencies

<ul>
<li>
<a href="https://www.smartkarma.com/entities/fangzhou-group" target="_blank" data-smartkarma-citation="entities:36560:1" rel="noopener">Fangzhou Group (FANGZHOU HK)</a> is looking to raise about US$300m in its upcoming Hong Kong IPO.</li>
<li>Fangzhou (FZ) is an online chronic disease management (CDM) service provider in China.</li>
<li>In this note, we will talk about the positive aspects of the deal.</li>
</ul>



Fangzhou Group (FANGZHOU HK) is looking to raise about US$300m in its upcoming Hong Kong IPO.
Fangzhou (FZ) is an online chronic disease management (CDM) service provider in China.
In this note, we will talk about the positive aspects of the deal.


Fangzhou Pre-IPO - The Positives - Regulatory Changes and COVID Spurred Growth

Ethan Aw

TVS Supply Chain Solutions / Equity Capital Markets

<ul>
<li>
<a href="https://www.smartkarma.com/entities/tvs-supply-chain-solutions" target="_blank" data-smartkarma-citation="entities:36778:1" rel="noopener">TVS Supply Chain Solutions (1915741D IN)</a> is looking to raise about US$500m in its upcoming India IPO.</li>
<li>TVS SCS is an Indian supply chain logistics solution provider which also has global capabilities and network across the value chain with cross deployment abilities, according to RedSeer. </li>
<li>TVS SCS has seen its revenue grow as both its operating segments registered decent growth during the track record period. However, its profitability might have been a result of COVID-19. </li>
</ul>



TVS Supply Chain Solutions (1915741D IN) is looking to raise about US$500m in its upcoming India IPO.
TVS SCS is an Indian supply chain logistics solution provider which also has global capabilities and network across the value chain with cross deployment abilities, according to RedSeer. 
TVS SCS has seen its revenue grow as both its operating segments registered decent growth during the track record period. However, its profitability might have been a result of COVID-19. 


TVS Supply Chain Solutions Pre-IPO - Profitability Might Have Been COVID-Driven

Pan-Asia Catalysts/Events, Quiddity Advisors

David Blennerhassett

Pan-Asia Catalysts/Events

Quiddity Advisors

Event-Driven

China Renaissance Holdings / Event-Driven

<ul>
<li>
<a href="https://www.smartkarma.com/entities/china-renaissance-holdings-l" target="_blank" data-smartkarma-citation="entities:27365:1" rel="noopener"><strong>China Renaissance (1911 HK)</strong></a> was once touted as a "<em>leading investment bank and asset manager dedicated to the new economy</em>". At the time of its 1Q21 post-IPO high, it was.</li>
<li>Late last Thursday, the 16 February, CR said it was <a href="https://www1.hkexnews.hk/listedco/listconews/sehk/2023/0216/2023021600837.pdf" target="_blank" rel="noopener">unable to contact</a> (hours, days, weeks?) Bao Fan, its chairman, CEO, and controlling shareholder. Shares subsequently fell 28%.</li>
<li>Bao is the face of CR and instrumental in client dealing and complex large-scale deal making. Clarification is recommended before investors dip their toe back in the water.</li>
</ul>



China Renaissance (1911 HK) was once touted as a "leading investment bank and asset manager dedicated to the new economy". At the time of its 1Q21 post-IPO high, it was.
Late last Thursday, the 16 February, CR said it was unable to contact (hours, days, weeks?) Bao Fan, its chairman, CEO, and controlling shareholder. Shares subsequently fell 28%.
Bao is the face of CR and instrumental in client dealing and complex large-scale deal making. Clarification is recommended before investors dip their toe back in the water.


China Renaissance (1911 HK): Loss of Face

China

Meituan operates as a web based shopping platform for locally found consumer products and retail services. The Company offers deals of the day by selling vouchers on local services and entertainment, dining, delivery, and other services. Meituan provides its services throughout China.

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Meituan (3690 HK)

CX Daily: The Bidding War for Fosun’s Nangang May Heat Back Up

Reform /: China plans deeper reforms to modernize key areas of government and party Covid-19 /: South Korea will end testing for travelers from...

Caixin Global

Fangzhou Pre-IPO - The Negatives - Hard to Shake off Loss-Making Tendencies

Fangzhou Group (FANGZHOU HK) is looking to raise about US$300m in its upcoming Hong Kong IPO. In this note, we will talk about the not-so-positive...

Clarence Chu

Fangzhou Pre-IPO - The Positives - Regulatory Changes and COVID Spurred Growth

Fangzhou Group (FANGZHOU HK) is looking to raise about US$300m in its upcoming Hong Kong IPO. In this note, we will talk about the positive aspects...

Clarence Chu

TVS Supply Chain Solutions Pre-IPO - Profitability Might Have Been COVID-Driven

TVS Supply Chain Solutions (1915741D IN) is looking to raise about US$500m in its upcoming India IPO. TVS SCS is an Indian supply chain logistics...

Ethan Aw

China Renaissance (1911 HK): Loss of Face

When your key man, who is instrumental to the company's fortunes - and its major shareholder - disappears without any explanation, it is a brave...

David Blennerhassett

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