Longsys (江波龙) A+H Pre-IPO: Early Thoughts
Longsys passed hearing for an A+H listing. In this note, we look at the company's business, its industry context and provide our early thoughts on...
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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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HSCI / HK Connect Sep 2026 Rebalance: Post-Announcement Positioning
HSIL announced the September review result on 21 Aug 2026 after market close. We forecast 53 southbound Connect ADDs and 15 DELETEs. We review the...
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A-H Premium Weekly (Aug 21st): Smic, China South Air, Gtht, Yankuang Energy, China Telecom
We analyzed A-H premium changes in the past week and highlight A-H premium changes for Smic, China South Air, Gtht, Yankuang Energy, China Telecom,...
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