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China Largecap

China Largecap
Research on China largecaps

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bearish•Z Fin
•14 Oct 2026 20:01

Z Fin (1168 HK): Synthetic Expert Call Transcript (14 Oct 2026)

The proposed HK$6.60 privatization offer severely undervalues Z Fin's core operations, effectively assigning a zero to negative implied valuation...

bullish•Akeso
•14 Oct 2026 19:01

Akeso (9926 HK): Synthetic Expert Call Transcript (14 Oct 2026)

Ivonescimab’s head-to-head overall survival (OS) victory over Keytruda in HARMONi-2 (median OS 30.8 months vs 22.6 months, HR 0.73) validates the...

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•14 Oct 2026 18:08

Quiddity Leaderboard CSI Medical Dec26: Expectations Have Changed; US$301mn One-Way

There are three index members failing the liquidity test by narrow margins and they should be monitored until the end of the reference period.

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bullish•DapuStor
•14 Oct 2026 17:08

Quiddity Leaderboard ChiNext & ChiNext 50 Dec26: Expected ADDs Sharply Down Vs Expected DELs

We see US$373mn and US220mn one-way flows for ChiNext and ChiNext 50 respectively. ChiNext expectations are mostly final but ChiNext 50...

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bullish•Zhongji InnoLight
•14 Oct 2026 16:58

HK IPO Cornerstone Performance League Table (9M2026)

HK IPO: We rank repeat cornerstone investors by the average 2W return of IPOs they backed. In 9M2026, deals with hedge fund cornerstones...

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