Quiddity HSCEI Mar 24 Flow Expectations: Zhongsheng (881 HK) Downtrend Could Continue
I estimate one-way flow to be US$235mn which translates to a turnover of ~2%. However, these estimates are based on the low-conviction assumption...
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Quiddity HSCEI Mar 24 Rebalance: Same Rankings; Same Questions
The index changes for HSCEI index for the March 2024 index rebal will be announced on 16th February 2024. In this insight, I have discussed the...
792 Views
Guming Holdings (Goodme) Pre-IPO Tearsheet
Guming Holdings (GUM HK) is looking to raise US$300m in its upcoming Hong Kong IPO. The bookrunners on the deal are Goldman Sachs, and UBS. Guming...
513 Views
MIXUE Group Pre-IPO Tearsheet
MIXUE Group (1860056D CH) is looking to raise about US$1bn in its upcoming Hong Kong IPO. The bookrunners on the deal are Bank of America, Goldman...
470 Views
Zensho Placement - Good Price to Raise At, at Least for the Company
Zensho Holdings (7550 JP) aims to raise around US$300m via a public offering. In this note, we talk about the deal dynamics and run the deal...
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