SICC A/H Listing - Needs a Very Deep Discount
SICC (688234 CH) , a manufacturer of high-quality SiC substrates, aims to raise up to US$xxm in its H-share listing. In this note, we talk about...
648 Views
Guming Holdings Lockup Expiry - US$1.5bn Lockup Expiry with Everyone Well in the Money
Guming Holdings (1364 HK) raised around US$233m in its Hong Kong IPO in Feb 2025. Its pre-IPO and cornerstone investors will be released from their...
537 Views
SICC A/H Listing - PHIP Updates and Thoughts on A/H Premium
SICC (688234 CH), a manufacturer of high-quality SiC substrates, aims to raise up to US$250m in its H-share listing. In this note, we talk about...
396 Views
GigaDevice A/H Listing -Strong Long Term Record but Exposed to the Memory Cycle
GigaDevice Semiconductor (603986 CH) (GD), an IC design house, aims to raise around US$1bn in its H-share listing. In this note, we look at the...
471 Views
Wuxi AppTec Placement - Momentum Is Very Strong, Though It Is a Bit Opportunistic
WuXi AppTec (2359 HK) aims to raise around US$650m via its H-share placement. In this note, we run the deal through our ECM framework and talk...
672 Views