Relative Value Opportunities in Asia-Pac, Pair Trade Roundup (27 Oct)
​Statistical methodology identifies nine pair trade opportunities across four markets and four sectors, offering unique insights into relative...
619 Views
Horizon Robotics IPO Lockup - Last of the Lockups, Large Pre-IPO Investors Still Holding On
Horizon Robotics (9660 HK) raised around US$800m in its Hong Kong IPO in October 2024. Its first set of lockups expired in April 2025. The next one...
894 Views
WeRide Secondary HK Offering - Is Relatively Cheaper but Lacks Momentum
WeRide (WRD US) plans to raise around US$350m in its secondary listing in Hong Kong. In this note, we talk about the deal dynamics.
737 Views
Pony AI Secondary HK Offering - Stock Has Been Volatile, a Look at Possible Trading Setup
Pony AI (PONY US) plans to raise around US$1bn in its secondary listing in Hong Kong. In this note, we talk about the deal dynamics and possible...
820 Views
Sany Heavy Industries A/H IPO Pricing - Thoughts on Valuations
Sany Heavy Industry (600031 CH) aims to raise around US$1.6bn in its H-share listing. In this note, we talk about the IPO pricing.
783 Views