Delton Technology (1989 HK ): Synthetic Expert Call Transcript (15 Sep 2026)
Strong structural demand for high-end computing PCBs (particularly AI and general-purpose servers) has driven Delton Technology's exceptional H1...
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Aequitas: Delton IPO Lockup - >US$300m of Lockup Expiry Coming
Delton raised US$$423m in its March 2026 Hong Kong IPO, with the IPO being offered at a fixed price of HKD 71.88/share. In this note, we will talk...
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Primer: Delton Technology (1989 HK ) - Jul 2026
Delton Technology is a leading Chinese manufacturer of high-end Printed Circuit Boards (PCBs), specializing in high-growth sectors such as AI...
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Aequitas: Victory Giant IPO Lockup - Nearly US$800m Cornerstone Release
Victory Giant Technology (2476 HK) (VG) raised around US$2.9bn in its upsized H-share listing in April 2026. The lockup on its cornerstone...
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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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