CCSH Corporation (长江存储) Pre-IPO: Key Investment Thesis
CCSH aims to raise Rmb33bn from an A-share IPO. Its key strengths are its leadership position, technological capability, extensive product...
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Longsys Electronics H Share Listing (9976 HK): The Investment Case
Longsys Electronics is a branded independent memory product company. It is seeking to raise US$798 million. In this note, I discuss the investment...
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Shenzhen Longsys (9976 HK) IPO: Not Too Exciting
Shenzhen Longsys H-share is priced at a 45.9% discount to the A-share, but the market's projected earnings decline for FY27-28 is a concern. Its 8x...
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Aequitas: Shenzhen Longsys Electronics A/H Listing - PHIP Updates and Thoughts on Valuations
Shenzhen Longsys Electronics (301308 CH) (SLE), a branded independent semiconductor memory product enterprise, is now said to be aiming to raise...
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Aequitas: Shenzhen Longsys Electronics A/H Listing - Memory Driving, Surging Stock and Earnings
The company has now filed its PHIP and as per media reports is looking to raise around US$1.5-2.0bn. We will follow-up with more analysis.
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