Greater China Portfolio (14-Sep-2026)
The strategy seeks to invest in companies in Greater China. These companies may be established State Owned Enterprise,...
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Primer: Delton Technology Guangzhou (001389 CH) - Aug 2026
Dominant High-Growth Niche Player: Delton Technology is a leading Chinese manufacturer of high-end Printed Circuit Boards (PCBs), with a...
106 Views
Dongshan Precision (东山精密) A+H Pre-IPO: PHIP and 1H26 Results Update
Dongshan Precision is seeking an A+H listing and passed hearing. In this note we update the company's fundamentals and business development since...
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Aequitas: Suzhou Dongshan Precision A/H Listing - PHIP Updates and Thoughts on A/H Premium
Suzhou Dongshan Precision (002384 CH), a global PCB and other component provider, aims to raise up to US$3bn in its H-share listing. In this note,...
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Aequitas: Delton Technology A/H Listing - Wide A/H Premium and Cheaper than International Peers
Delton Technology is looking to raise up to US$420m in its upcoming Hong Kong IPO. In this note, we examine the IPO dynamics, and look at the...
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