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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Asian Dividend Gems: Tingyi Holding
Shares of Tingyi Holding are oversold with high dividend yield and attractive valuations. Its core businesses are turning around, with a consensus...
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DPC Dash IPO - US$400m Lockup Expiry Should Provide a Liquidity Boost
DPC Dash (1405 HK) raised around US$75m in its Hong Kong IPO in Mar 2023. Its IPO linked lockup is set to expire soon, resulting in US$400m worth...
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Dali Foods (3799 HK): Widening Spread Ahead of the 23 August Vote
The scheme passed the vote. Minority turnout was high at 76.1%. The scheme was approved by 89.88% of disinterested shareholders. NO votes from...
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Dali Foods (3799 HK): 23 August Scheme Meeting. IFA Says Fair
This deal has a whiff of expediting the transaction so as to not release the interims which may flag the Offer's cheapness. IF you think this Offer...
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