Amer Sports Pre-IPO - The Negatives - COVID Rebound, Weak Margins
Amer Sports (AS US) plans to raise US$1bn in its US IPO. Proceeds will be used to pay down loans to Anta (2020 HK) led consortium. In this note, we...
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Amer Sports Pre-IPO - The Positives - Great Brands, Strong Growth
Amer Sports (AS US) plans to raise more than US$1bn in its US IPO. Proceeds will be used to pay down loans to Anta Sports Products (2020 HK) led...
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Naspers (NPN) X Prosus (PRX): A Look Back at 2023, Regulatory Risk Back in Spotlight
A look into how the discounts traded through the year. Naspers outperformed Prosus by a large margin highlighting the merits of the structure...
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[Blue Lotus Daily - TMT Update]: BABA/SE/PDD/3690 HK/NTES/700 HK/AMZN/MELI/CPNG
Lazada mass-layoffs also in China offices. NetEase faces criticism over underage top-ups in mobile game . The New Year event operation of is a...
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HK Short Interest Weekly: Link Reit, Kuaishou, Ntes, Wuxi Bio
We analyzed the latest HK SFC report for aggregate short position as of Dec 22nd and highlight short interest changes in Link Reit, Kuaishou, Ntes,...
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