OmniVision H Share Listing: The Investment Case
OmniVision, a CMOS image sensor (CIS) company, has filed its PHIP for an H Share listing to raise US$1 billion. In this note, I discuss the...
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CSPC Innovation (石药创新) A+H Pre-IPO Quick Comment: Me-Toos Overweigh Innovative Candidates
Chinext listed CSPC Innovation plans to raise $100 million through A+H listing. We assessed the product pipeline of its biopharm business in this...
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Overview of My Winners and Losers in 2025...and 5 High Conviction Ideas Going Into 2026
The 2025 "5 High Conviction Ideas" vintage had positive returns, with Arras Minerals and Solaris Resources leading the way. The 2026 list is more...
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Zhou Liu Fu IPO Lockup: US$120m Lockup Release; Only Cornerstones Are Coming Out of Lockup
Zhou Liu Fu Jewellery raised US$143m in Hong Kong IPO, a leading franchise in China with diverse product range, discussing lockup dynamics and...
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BUY/SELL/HOLD: Hong Kong Market Update (December 17)
Hong Kong's market continues its consolidation in a Secular Bull Market. Technology and healthcare sectors have weakened, while utilities,...
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