HSCI / HK Connect Dec 2026 Index Rebalance Forecast
We expect three third-quarter listings to be added as high-conviction ADDs, all inside the 93% MidCap line by market value coverage within the HSCI.
83 Views
Dynamic Electronics (超颖电子) A+H Pre-IPO: Early Thoughts
Dynamic Electronics is seeking an A+H listing. In this note, we look at the company's business, its industry context and provide our early thoughts...
89 Views
Merger Arb Mondays (12 Oct) - Skyworth, Z Fin, OFX, Ingenia/Peet, Cleanaway, Reliance, Kakaku
I summarise the latest spreads and newsflow for the merger arb situations covered across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
201 Views
Quiddity Leaderboard HSTECH Dec26: New Rules Confirmed with Some Modifications; Latest Expectations
There could be more than 5x ADV to buy for the top 5 expected ADDs. Many other names have more than 1x ADV to trade. The flow expectations can...
120 Views
Transsion (传音控股) A+H IPO: Analysis of Deal Terms
We analyze Transsion's USD 428m Hong Kong IPO. We look at deal terms, track records of cornerstone investors and sponsors, as well as its...
114 Views