Kayou Pre-IPO - The Negatives - Unexplained 9M23 Slump
Kayou is looking to raise up to US$500m in its upcoming HK IPO. In this note, we talk about the not-so-positive aspects of the deal.
420 Views
Hong Kong: Q1 Short Interest Recap
Short notional in Hong Kong is HK$338bn and has been falling over the last 3 years due to a drop in the market. We look at stocks that have seen...
345 Views
Kayou Pre-IPO - The Positives - Strong FY22 Growth
Kayou is looking to raise up to US$500m in its upcoming HK IPO. In this note, we talk about the positive aspects of the deal.
340 Views
Hong Kong Connect Flows (Mar): 12 Month High of $9.8bn Inflows
We analyzed the Hong Kong Connect Scheme for March and highlight flows for Bank of China, Tencent, China Mobile, CNOOC, ZTO, Anta.
321 Views
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...
477 Views