Head of Research, IPOs & Placements, Aequitas Research

Sumeet Singh

Head of Research, IPOs & Placements

IPOs and Placements coverage across Asia Pacific

Aequitas Research

We cover all listing across the Asia Pacific along with follow-up placements. As of Dec 2020, our team had covered 539 IPOs with a hit rate of 73.5% and 685 placements with a hit rate of 66.8%.

We combine fundamental bottom-up views with our proprietary quantitative framework to provide a holistic coverage across new listings and placements. Our coverage includes pre-IPO notes before the deal is launched, follow-up analysis once the deal is live and post-listing trading analysis as well.

Equity Capital Markets

Linktel Technologies / Equity Capital Markets

<ul>
<li>
<a href="https://www.smartkarma.com/entities/linktel-technologies-co-ltd" target="_blank" data-smartkarma-citation="entities:55392:1" rel="noopener">Linktel Technologies (301205 CH)</a>, an optical transceiver provider, aims to raise around US$300m in its H-share listing.</li>
<li>Linktel is an optical transceiver provider with integrated capabilities spanning R&amp;D and vertically integrated manufacturing. </li>
<li>In this note, we look at its past performance and other deal dynamics that might impact the listing.</li>
</ul>



Linktel Technologies (301205 CH), an optical transceiver provider, aims to raise around US$300m in its H-share listing.
Linktel is an optical transceiver provider with integrated capabilities spanning R&amp;D and vertically integrated manufacturing. 
In this note, we look at its past performance and other deal dynamics that might impact the listing.


Aequtias: Linktel Technologies A/H Listing -Growing Fast but Still a Small Player

HK/China Equity Long-Short

Osbert Tang, CFA

Thematic (Sector/Industry)

<ul>
<li>The elevated crude oil prices are expected to drive persistent inflationary pressure, and this will benefit high dividend yield stocks.</li>
<li>The top 10 high-yield HSI constituents have an average dividend yield of 6.7% for CY26. Since the War, they have outperformed the Index by an average of 1.1pp.</li>
<li>
<a href="https://www.smartkarma.com/entities/china-unicom-hong-kong-ltd" target="_blank" data-smartkarma-citation="entities:1016:1" rel="noopener">China Unicom HK (762 HK)</a>, <a href="https://www.smartkarma.com/entities/china-mobile-ltd" target="_blank" data-smartkarma-citation="entities:27:1" rel="noopener">China Mobile (941 HK)</a>, <a href="https://www.smartkarma.com/entities/link-reit" target="_blank" data-smartkarma-citation="entities:872:1" rel="noopener">Link REIT (823 HK)</a>, <a href="https://www.smartkarma.com/entities/tingyi-cayman-islands-holding-corp" target="_blank" data-smartkarma-citation="entities:14016:1" rel="noopener">Tingyi Holding (322 HK)</a>, and <a href="https://www.smartkarma.com/entities/china-hongqiao-group-ltd" target="_blank" data-smartkarma-citation="entities:1909:1" rel="noopener">China Hongqiao (1378 HK)</a> are at the top of the list.</li>
</ul>


The elevated crude oil prices are expected to drive persistent inflationary pressure, and this will benefit high dividend yield stocks.
The top 10 high-yield HSI constituents have an average dividend yield of 6.7% for CY26. Since the War, they have outperformed the Index by an average of 1.1pp.

China Unicom HK (762 HK), China Mobile (941 HK), Link REIT (823 HK), Tingyi Holding (322 HK), and China Hongqiao (1378 HK) are at the top of the list.


HK Strategy: Winners of Potentially Higher Inflation

INFRONEER Holdings  / Equity Capital Markets

<ul>
<li>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.</li>
<li>On the IPO front, last week's Hong kong listings were a mixed bag.</li>
<li>On the placement front, given the holiday shorterened week there were only a few placements across the region.</li>
</ul>


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.
On the IPO front, last week's Hong kong listings were a mixed bag.
On the placement front, given the holiday shorterened week there were only a few placements across the region.


Aequitas ECM Weekly (5 October 2026)- Moore Threads, ASR, Adtek, ESWIN, Transsion, Infroneer, Woori

Articles from Caixin Global, Caixin Global

Caixin Global

Articles from Caixin Global

Caixin is a media group dedicated to providing financial and business news through periodicals, online content, mobile apps, conferences, books and TV/video programs. Caixin aims to blaze a trail that helps traditional media prosper in the new media age through integrated multimedia platforms.

News from Caixin

Cross Asset Strategy

<ul><li>Cover Story: U.S.-Israel War With Iran Drifts Toward Attrition</li><li>China’s State Financial Managers Face Deep Pay Cuts as Reform Bites</li><li>Analysis: Could Global Oil Shock Trigger Imported Stagflation in China?</li></ul>

Cover Story: U.S.-Israel War With Iran Drifts Toward AttritionChina’s State Financial Managers Face Deep Pay Cuts as Reform BitesAnalysis: Could Global Oil Shock Trigger Imported Stagflation in China?

CX Daily: U.S.-Israel War With Iran Drifts Toward Attrition 

<ul><li>China’s Apartment Middlemen Lose High-Stakes Bet That Rents Will Only Go Up</li><li>In Depth: Secretive Hedge Fund at Center of Hong Kong Insider-Trading Probe</li><li>China Credit Growth Seen Slowing Amid Holiday, Weak Demand</li></ul>

China’s Apartment Middlemen Lose High-Stakes Bet That Rents Will Only Go UpIn Depth: Secretive Hedge Fund at Center of Hong Kong Insider-Trading ProbeChina Credit Growth Seen Slowing Amid Holiday, Weak Demand

CX Daily: China’s Apartment Middlemen Lose High-Stakes Bet That Rents Will Only Go Up 

China

Meituan is a Chinese technology company that operates a platform for local services, including on-demand food delivery, in-store services, consumer reviews, hotel and travel bookings, and instant retail. The company also offers bike sharing, e-moped sharing, and grocery delivery services. Meituan is headquartered in Beijing, China, and was founded in 2010.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Meituan (3690 HK)

Aequtias: Linktel Technologies A/H Listing -Growing Fast but Still a Small Player

Linktel Technologies (301205 CH), an optical transceiver provider, aims to raise around US$300m in its H-share listing. In this note, we talk about...

Sumeet Singh

HK Strategy: Winners of Potentially Higher Inflation

Elevated crude oil prices are driving inflation, benefiting high dividend yield HSI constituent stocks like China Unicom, China Mobile, Link REIT,...

Osbert Tang, CFA

Aequitas ECM Weekly (5 October 2026)- Moore Threads, ASR, Adtek, ESWIN, Transsion, Infroneer, Woori

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.

Sumeet Singh

CX Daily: U.S.-Israel War With Iran Drifts Toward Attrition

Cover Story: U.S.-Israel War With Iran Drifts Toward Attrition China’s State Financial Managers Face Deep Pay Cuts as Reform Bites Analysis: Could...

Caixin Global

CX Daily: China’s Apartment Middlemen Lose High-Stakes Bet That Rents Will Only Go Up

TOP STORIES In Depth: China’s Apartment Middlemen Lose High-Stakes Bet That Rents Will Only Go Up One of the biggest companies in China’s...

Caixin Global

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Aequtias: Linktel Technologies A/H Listing -Growing Fast but Still a Small Player

Linktel Technologies (301205 CH), an optical transceiver provider, aims to raise around US$300m in its H-share listing. In this note, we talk about...

Sumeet Singh

HK Strategy: Winners of Potentially Higher Inflation

​Elevated crude oil prices are driving inflation, benefiting high dividend yield HSI constituent stocks like China Unicom, China Mobile, Link REIT,...

Osbert Tang, CFA

Aequitas ECM Weekly (5 October 2026)- Moore Threads, ASR, Adtek, ESWIN, Transsion, Infroneer, Woori

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.

Sumeet Singh

CX Daily: U.S.-Israel War With Iran Drifts Toward Attrition

Cover Story: U.S.-Israel War With Iran Drifts Toward Attrition China’s State Financial Managers Face Deep Pay Cuts as Reform Bites Analysis: Could...

Caixin Global

CX Daily: China’s Apartment Middlemen Lose High-Stakes Bet That Rents Will Only Go Up

TOP STORIES In Depth: China’s Apartment Middlemen Lose High-Stakes Bet That Rents Will Only Go Up One of the biggest companies in China’s...

Caixin Global

Elevated crude oil prices are driving inflation, benefiting high dividend yield HSI constituent stocks like China Unicom, China Mobile, Link REIT,...