Blue Moon Group Pre-IPO - PHIP Updates - A Mixed Bag
Blue Moon Group Holdings (BMG HK) (BMG) plans to raise around US$1bn in its Hong Kong listing. The company is backed by Hillhouse who first...
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Yatsen IPO: Valuation Insights
Yatsen will raise net proceeds of $521.5 million at the mid-point of the IPO price range of $8.50-10.50 per ADS. Our valuation analysis suggests...
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Yatsen IPO: Comparison with Leading Domestic Brands
Our analysis suggests that in comparison to peers, Yatsen offers investors a trade-off between high growth and margin/cash generation.
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Blue Moon Group Pre-IPO - Online Reviews and Peer Comparison
Blue Moon Group Holdings (BMG HK) (BMG) plans to raise around US$1bn in its Hong Kong listing. The company is backed by Hillhouse who first...
461 Views
Sell Hengan (1044 HK): Relationships, Churn & Margin Pressure. Target HK$38 (Down 50%)
We are concerned that Hengan’s governance leaves minorities vulnerable, their accounts create false confidence in credit quality; and that business...
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