Transsion (传音控股) A+H IPO Trading
Transsion raised USD 378m in net proceeds to list on HKEX on Thursday, 15 Oct 2026. We are cautious on debut performance given weak subscription.
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What I've Found on Fadu and Simmtech: Key Near Term Passive Flow Plays
This post shares my latest findings on Fadu and Simmtech, two names drawing the most attention from a near term local passive flow perspective.
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Kakaku.com (2371 JP): Third JPY1 Bump, Same Stalemate, Limited Upside Left
EQT/DG's JPY1 bump to JPY3,682 buys time, not a win. Bain/LY's silence likely signals one decisive bump. At JPY3,800, the risk/reward is not...
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Primer: Affle 3i (AFFLE IN) - Oct 2026
Differentiated CPCU Architecture and AI-Driven Growth: Affle 3i demonstrates sustained conversion-focused momentum, achieving FY26 revenue of...
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Affle 3i Ltd- The Accounting Ad-Vantage
Behind Affle’s advertising growth lie critical accounting related questions on revenue recognition, capitalised development costs, acquisitions etc.
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