A.S. Watson IPO *Potential*

Shion

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CK Hutchison weighing listing for retailer Watsons: Sources​


https://www.straitstimes.com/busine...on-weighs-listing-for-retailer-watson-sources

CK Hutchison Holdings is considering listing health and beauty retailer AS Watson Group, people familiar with the matter said.

The Hong Kong-based conglomerate has been speaking with financial advisers about a potential listing, which might take place as soon as 2026, the people said, asking not to be identified because the talks are private. AS Watson could raise US$2 billion (S$2.6 billion) or more in a Hong Kong listing, the people said. A dual listing in the UK may also be considered, one of the people said.

AS Watson has more than 17,000 stores in 31 markets, including the Superdrug chain in the UK and Rossmann pharmacies in Germany, according to its website. It also runs the Watsons chain of health and beauty shops across Asia, as well as grocery, wine and electronics stores in Hong Kong. Singapore investment firm Temasek owns about 25 per cent of AS Watson.

Considerations are preliminary and no final decisions have been made, including on the size of the potential offering, the people said.

Representatives for Hutchison and Temasek declined to comment.

Hutchison has considered an AS Watson share sale before, and Temasek also explored options including selling its stake. Hong Kong has been a busy market for listings, with more than US$32 billion raised in first-time share sales in 2025.

Dow Jones reported earlier on Nov 21 that Hutchison was planning a dual listing of AS Watson in Hong Kong and the UK, targeting the first half of 2026. BLOOMBERG
 

Euqorab

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It gonna be an interesting spin off

wonder how their penetration in each market… like traditionally Thailand has BigC, Korea has Olive Young, Taiwan has Poya everywhere…
 

elvintay07

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List in Singapore or HK? You want to predict how their stock price will go, can reference to DFI retail who owns Guardian. Likely stock price also almost similar la. lol!

2 word - buay kan
 

Euqorab

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List in Singapore or HK? You want to predict how their stock price will go, can reference to DFI retail who owns Guardian. Likely stock price also almost similar la. lol!

2 word - buay kan
DFI still got supermarkets
This one is just Watson… Watson… :spin:
 

elvintay07

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DFI still got supermarkets
This one is just Watson… Watson… :spin:
Aiya. Just study their pharmacy business lo. If not then ppl will say no other business is like Watson. Watson got super wide economy moat like Apple and Microsoft. Doesn’t work this way la. Anyway, if Sheng Siong PE ratio is 29, I think Watson PE ratio should be 35 if listed on SGX
 

elvintay07

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This kind step 1 is cheong until no horse run. Then later crash till underwater and a lot of people trapped under the rock. Then ppl swoop in to get cheap durian
 

quekkb

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This kind step 1 is cheong until no horse run. Then later crash till underwater and a lot of people trapped under the rock. Then ppl swoop in to get cheap durian

There are still some good HK IPO. It just that now super difficult to get any lot. I try and at the moment only get 1 success. :ROFLMAO:
 

blue666

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Lee Ka Shing no money and need to raise fund for Watson?

What is so special about Watson that Diary Farm and others cannot do
 

elvintay07

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Lee Ka Shing no money and need to raise fund for Watson?

What is so special about Watson that Diary Farm and others cannot do
Actually if you know the business well and have friends in this business, this is like baojiak business.

They are like glorified middlemen that strangles the brand owners. If any of the products sell well, they will OEM and Huat big big. That is why this kind of big retailers still win
 
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