Splitting Hairs: Chinese Consumer Names Are Still Not Cheap - Need a Mindset Change
In mid-June, I met Naveen Pandey, the newish-CEO of Bajaj Consumer Care, an Indian listed company. That I was impressed is an understatement; the...
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Quiddity Leaderboard HSIII Dec26/Mar27: Two ADDs/DELs Expected in Mar27, Third Change Possible
We continue to see two ADDs/DELs for HSIII in March 2027. One more potential ADD remains close to the addition border and if it outperforms other...
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Aequitas: CIG Shanghai Placement - Another Opportunistic Raising, Last One Did OK.. For a While
CIG Shanghai (6166 HK) is looking to raise around US$250m from a primary share placement, along with US$500m via a CB issuance.
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Aequitas: Orbbec A/H Listing - Track Record Isn’t Great but Robovision Outlook Is Bright
Orbbec (688322 CH), a 3D visual perception solutions provider, aims to raise around US$300m in its H-share listing. In this note, we look at the...
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BUY/SELL/HOLD: Hong Kong Market Update (5/27/26)
The Hong Kong market continues to trade sideways, with pockets of AI-themed stocks surging. IPO activity remains robust in the technology sector.
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