China Macro: Sector Positioning Update
Sector positioning among active China Funds. Industrials and Consumer Staples Remain Top Overweights, Energy shows signs of a turnaround, whilst...
341 Views
Weilong Delicious Global IPO Lock-Up - Now for the Re-IPO with 10x Increase in Free Float
Weilong Delicious Global (9985 HK), a spicy snack food company in China, raised around US$130m in its Hong Kong IPO in Dec 2022. In this note, we...
419 Views
Anjoy Foods Group A/H Listing - A Leader in a Fragmented Industry
Anjoy Foods (603345 CH), a quick-frozen food company in China, aims to raise around US$300m in its H-share listing. In this note, we look at the...
316 Views
MIXUE IPO Trading - Strong Demand, Set to Break the Tea Chain Jinx
Mixue Group (2097 HK) raised around US$450m in its Hong Kong IPO, which was well covered. In this note, we talk about the trading dynamics.
579 Views
MIXUE IPO - Decent Cornerstone, past Sentiment Overhang
Mixue Group is now looking to raise around US$450m in its upcoming Hong Kong IPO. In this note, we talk about the IPO pricing.
567 Views