Guming Holdings Lockup Expiry - US$1.5bn Lockup Expiry with Everyone Well in the Money
Guming Holdings (1364 HK) raised around US$233m in its Hong Kong IPO in Feb 2025. Its pre-IPO and cornerstone investors will be released from their...
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HS TECH Index Earning Revision (Jul): Ntes, Jd, Bidu, Meituan, Li Auto, Hua Hong Semi
We analyzed HS TECH's consensus for Jul 2025 and highlighted changes of EPS in Ntes - S, Jd, Bidu, Meituan, Li Auto, Hua Hong Semi, Kingdee Int'L.
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Everest Medicine Placement - Third Deal in the Year, Previous Ones Didn’t Do Well
Everest Medicines (1952 HK) aims to raise around US$200m via a top-up placement. In this note, we run the deal through our framework and talk about...
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Quiddity Leaderboard HSIII Sep25: Three Changes Likely; US$364mn One-Way Flows
The three expected index changes have remained fixed since the last time we published an insight on HSIII in mid-June. Expected DEL Netdragon could...
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Quiddity Leaderboard HSTECH Sep25: Final Expectations; ~US$1.6bn One-Way; Long Up 9% Vs Peers
We continue to see Geely as a low-conviction ADD and ASMPT as a low-conviction DEL. Assuming these index changes take place, there could be...
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