China Catering Sector: Long Xiabuxiabu / Short Jiumaojiu
The recovery of China catering sector remains on track. We recommend long Xiabuxiabu / short Jiumaojiu to play the recovery while hedging against...
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Hang Seng Index Rebalance Preview: A Year Later Than Planned - 80 Members at Last?
We highlight 10 potential adds in June. Adding all 10 stocks will result in one-way turnover of 5%, so fewer stocks (some large, some small) will...
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Screening for GEMs: April 2023
This insight provides an overview of our, machine learning-driven, proprietary GEM screening model, based on a Multifactor model, a Deep Neural...
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DPC Dash IPO Trading - Tepid Demand Even as Capital Group Tops Up
DPC Dash (1405 HK) raised around US$75m, after pricing its IPO at the bottom-end. In this note, we will talk about the subscription levels and...
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DPC Dash IPO Valuation: Looks Expensive Cf. Yum China & Dominos Master Franchisees in Other Regions
The exclusive master franchisee of Domino's Pizza in mainland China, Hong Kong and Macau, DPC Dash’s IPO opened for subscriptions today at a price...
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