Overview #36 - AI Hype, Mineral Might, and the Nuclear Revival
A review of recent events/data impacting our investment themes and outlook. We look at recent news impacting commodities
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A-H Premium Weekly (Sep 12th): China Longyuan Power, Fudan Microelectronics, Zijin Mining
We analyzed A-H premium changes in the past week and highlight A-H premium changes for China Longyuan Power, Fudan Microelectronics, Zijin Mining,...
536 Views
ECM Weekly (1 September 2025)- Nissan, Metaplanet, Indigo, Laopu, Akeso, Mixue, Aux, Orion, Chery
Aequitas Research's weekly update on the IPOs, placements, lockup expiry and other ECM linked events that were covered by the team over the past week.
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HONG KONG ALPHA PORTFOLIO (August 2025)
Hong Kong Alpha portfolio gained 11.34% in October outperforming its benchmark and HK indexes. The portfolio's Sharpe ratio increased to 2.91 and...
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Ganfeng Lithium Group Co Placement - Past Deals Record Isn’t Great but Deal Is Small
Ganfeng Lithium Group Co Ltd is looking to raise up to US$152m via a primary placement of around 40m shares. There is also a concurrent CB offering...
482 Views