Aequitas: ECM Asia Takeaways from Hong Kong Investor Meetings- Innolight, Shein, A/H Listings, Gcash
We spent the past week meeting ECM focused clients in Hong Kong. This note contains some of the key takeaways from the upcoming listings.
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Grace Fabric Technology Co-A (603256 CH): Synthetic Expert Call Transcript (30 Jul 2026)
AI-Driven Structural Shift vs. Cyclical Rebound: The explosive demand for low-coefficient of thermal expansion (low-CTE) and low-dielectric...
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Aequitas: Grace Fabric A/H Listing - Growing Fast but Track Record Hasn’t Been Great
Grace Fabric Technology Co-A (603256 CH) (GF) aims to raise around US$1bn in its H-share listing. In this note, we talk about the company's past...
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MS-China Index Earning Revision (Sep): CCB, TENCENT, ICBC, CHINA LIFE, BOC, LONGFOR, Legend Biotech
We analyzed MS-China's consensus for Sep 2026 and highlighted changes of EPS in CCB, TENCENT, ICBC, CHINA LIFE, BOC, LONGFOR, Legend Biotech,...
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MS-China Index Earning Revision (Aug): KINGBOARD HLDG, LI AUTO, XIAOMI, TRINA SOLAR, TENCENT, PDD
We analyzed MS-China's consensus for Aug 2026 and highlighted changes of EPS in KINGBOARD HLDG, LI AUTO, XIAOMI, TRINA SOLAR, TENCENT, CHINA LIFE,...
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