What Is Holding Back China Consumers’ Potential?
The majority of under-educated Chinese in lower-tier cities is irrelevant to China consumer market as we know it. Be cautious with simple...
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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...
607 Views
Bikaji Foods IPO Lock-Up - Small Expiry with a Chance to Lift the Overhang
Bikaji Foods (BIKAJI IN), an ethnic snacks company, raised approximately US$107m in its India IPO. The stock was listed on 16th Nov 2022, its six...
298 Views
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...
483 Views
HK Buybacks Q1 2023: 8 Names Are 90% of the Total - AIA, Tencent, StanChart, Greatwall the Big 4
86 names listed in HK bought back shares in Q1. 90% of total buybacks were done by 8 names. half the names bought back less than US$1mm. AIA,...
488 Views