Aequitas ECM Weekly (20 April 2026)-CATL, Victory Giant, Sigenergy, Gpixel, Huaqin, MTT, JST
Aequitas Research's weekly update on the IPOs, placements, lockup expiry and other ECM linked events that were covered by the team over the past week.
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CATL (3560 HK): Strong 1Q26 Results Mask a Strategic Pivot — Capital Raise Risk Is the Trade
CATL’s strong earnings face dilution risk from a potential US$5bn raise funding its mining pivot, shifting to a lower-ROIC model. Near-term sell;...
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Aequitas: CATL Possible H-Share Issuance - Could Be an Opportunistic US$5bn Raising in Hong Kong
Contemporary Amperex Technology (CATL) (3750 HK) could look to raise another US$5bn in Hong Kong via a placement, as per media reports. In this...
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CX Daily: The School at the Edge of China’s Education Dream
Cover Story: The School at the Edge of China’s Education Dream For Feng Hongxia, the journey to secure an elite education for her son...
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Asia Equities: Model Portfolio Changes - More to Chinese EV Supply Chain, Less to AI Losers
​Our AxJ Model Portfolio outperformed MXASJ, driven by KR & TW tech, KR defense, industrials. We now exclude Tencent Music, Xiaomi, add CNOOC,...
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