bullish
Pre-IPO MIXUE Group (2097.HK) - The IPO Is Attractively Priced
780 Views24 Feb 2025 08:55
MIXUE's IPO pricing is attractive. Comfortable valuation is 18-20 P/E, higher than peers. But investors should be wary of post-IPO performance pressure. Valuation should be lower than Nongfu Spring.
What is covered in the Full Insight:
- Introduction to MIXUE IPO
- Valuation Compared to Peers
- Financial Performance and Forecast
- Supply Chain and Competitiveness
- Challenges and Risks
Boomeranged on Tue, 4 Mar 2025 08:44
MIXUE's IPO debut was stellar.By March 3, market value was over HK$100 billion, higher than HK$86.4-96 billion range as analyzed in insight. P/E (23x) is close to industry average (24x).So, the market has priced in valuation premium brought by MIXUE’s core supply chain competitiveness.Conservative investors can consider taking profits. Radical investors can bet on valuation exceeding Nongfu Spring
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Full Insight
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Xinyao (Criss) Wang
HK/China Healthcare Analyst (ex-Fosun Pharma)
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