MIXUE Pre-IPO - Initial Thoughts on Valuation
Mixue Group is looking to raise about US$1bn in its upcoming Hong Kong IPO. In this note, we provide our earnings estimates and initial thoughts on...
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MIXUE/ChaPanda/Good Me Pre-IPO - Peer Comparison
Mixue is looking to raise about US$1bn in its Hong Kong IPO, while ChaPanda and Good me)are said to be looking to raise US$300m each. In this note,...
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Mixue Pre-IPO: Reliable Price Advantage – An On-The-Ground Viewpoint
We believe Mixue’s low prices are fit for the current weak economy. A “freshly made” price lower than Mixue’s will compete with bottled drinks. We...
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MIXUE Group Pre-IPO - The Negatives - Declining GMV Share
Mixue Group is looking to raise about US$1bn in its upcoming Hong Kong IPO. In this note, we talk about the not-so-positive aspects of the deal.
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MIXUE Group Pre-IPO - The Positives - Leading by a Mile
Mixue Group is looking to raise about US$1bn in its upcoming Hong Kong IPO. In this note, we talk about the positive aspects of the deal.
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