CX Daily: China’s AI Battle Moves From Chatbots to Agents
TOP STORIES Cover Story: China’s AI Battle Moves From Chatbots to Agents Upload a set of spreadsheets to Tencent’s WorkBuddy and an agent can...
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China Macro: Sector Positioning Update
Sector positioning among active China Funds. Industrials and Consumer Staples Remain Top Overweights, Energy shows signs of a turnaround, whilst...
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Luxshare Precision (立讯精密) A+H IPO: Analysis of Deal Terms
We analyze Luxshare Precision's USD 3,119m Hong Kong IPO. We would participate given its strong cornerstone lineup, though the 10% A-H premium...
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Aequitas: Luxshare Precision A/H Listing - PHIP Updates and Thoughts on A/H Premium
Luxshare Precision (002475 CH) (LP), a precision intelligent manufacturer, aims to raise around US$3bn in its H-share listing. In this note, we...
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Luxshare Precision (立讯精密) A+H Pre-IPO: Early Thought
Luxshare Precision is seeking an A+H listing. In this note, we look at the company's business, its industry context, and provide our early view on...
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