Guzman Y Gomez IPO Trading - Strong Demand, Not All Shares in Escrow
Guzman Y Gomez raised around US$221m in its upsized Australian IPO. Demand was said to be strong, as per media reports. In this note, we talk...
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Quiddity Leaderboard HSCEI Sep 24: Two Changes Possible; US$256mn One-Way
JD Logistics and SenseTime are currently ranked 65th and 64th respectively and we see them as expected DELs. We see PICC Property & Casualty and...
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Mao Geping Cosmetics Pre-IPO - Riding on the Founder’s Reputation
Mao Geping Cosmetics is looking to raise around US$300m in its upcoming Hong Kong IPO. In this note, we talk about the company's past performance.
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Guzman Y Gomez IPO - Peer Comp and Thoughts on Valuations
Guzman Y Gomez (GYG) now plans to raise US$221m, an increase from its earlier target of US$160m, in its Australian IPO. In this note, we undertake...
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HK Connect SOUTHBOUND Flows (To 7 June 2024); China Mobile, Energy, Financials All Bought Bigly
Big net buying on HK Connect by SOUTHBOUND. This week it was China Mobile (ex-div on 6 June), energy, and financials again. MMG was sold on the...
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