A/H Premiums and past A/H Listings Performance Data - Mixed Results but Size Matters
Given the slew of A/H offerings in the Hong Kong IPO pipeline, in this note, we talk about the overall A/H premiums currently.
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China & HK: Rebuild Slows Amid Heavy Sector and Stock Rotation
China & HK allocations are recovering, yet remain a major EM underweight. Rotation is active but cautious—Industrial inflows rise, while high...
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Asian Equities: Keep an Eye on These Earnings Inflections
​Earnings inflections, ie EPS est rising after long period of decline, are selectively underway in Asia. We identify 9 market-sectors - 3 from HK...
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ECM Weekly (17th Feb 2025) - CATL, Hengrui, Mixue, Guming, Hexaware, Ajax, Aegis, Daiichi, Takasago
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 H Share Listing: The Investment Case
The investment case rests on a leading market position, forecasted return to growth, peer-leading profitability, cash generation, peer-leading FCF...
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