Aequitas:Time Interconnect Placement-Opportunistic Raising but Momentum Is Strong;Last Deal Did Well
Time Interconnect Technology (1729 HK) is looking to raise around US$300m from a primary share placement. In this note we talk about the deal...
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Pre-IPO Huaqin (3296 HK) - Thoughts on the IPO Pricing and the Outlook
Huaqin's IPO pricing of HK$77.70/share is still conservative in our view, which has not fully priced in Huaqin’s strong moat in the industry chain...
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The Latest Government FAI Target Warrants Stable Growth Prospects for Infrastructure Sector
The latest gathering of China’s National People’s Congress has produced some reassuring news for the domestic infrastructure sector. In our view,...
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Clouds Ahead for Foreign Aircraft Sales in China?
Aircraft manufacturers Airbus and Boeing are bullish about sales prospects in Asia, but is it a bit too early to write off China's aerospace...
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China Still Lucrative for Businesses Despite the Rising Wage Rates
China’s wage has been increasing and is now higher than some of its peers. This means operating in China involves paying more in wages, which can...
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