I am really excited that Shein is finally making its trading debut on HKEX this Tuesday, Sept 1 🎉
I know that their IPO journey was far from smooth as it faced repeated regulatory hurdles, operational challenges and intense ESG scrutiny along the way.
Listing in Hong Kong makes sense both politically and as a way to be more accountable to the public and great to see them finally reach this milestone! 😄
Also worth noting: China’s top DRAM maker CXMT has swung sharply into profitability and that’s a signal we can’t ignore.
It may suggests that CXMT is gearing up to flood the market with more affordable DRAM chips. Could this eat into Micron’s market share before investors react to it? It’s definitely a risk worth watching 🤔
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