Aequitas: Eoptolink A/H Listing - Peer Comparison - Catching Up
Eoptolink Technology (300502 CH) one of the world’s largest optical transceiver manufacturers, aims to raise over >US$3bn in its H-share listing....
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HK Short Interest Weekly: Tencent, Cathay Pacific Airways, Kingdee, Meituan, Ntes, Knowledge Atlas
We analyzed the latest HK SFC report for aggregate short position as of Sep 4th and highlight short interest changes in Tencent (700 HK), Cathay...
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Zhipu AI (2513 HK): Demand Is Proven, Margins Are Not. Capital Raise Creates a Better Entry
Z.AI has proven extraordinary AI demand, but not yet the margins to justify consensus. We stay NEUTRAL at HK$1,000 until 2H26 gross margin proves...
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Aequitas: Zhipu Placement - Back for Another US$5bn
Z.AI (2513 HK) (aka Knowledge Atlas/Zhipu) is looking to raise around US$2bn via issuing shares and another US$3bn via CBs. The company had raised...
188 Views
Aequitas: Hosin Global Electronics Pre-IPO - Current Strong Earnings Growth Might Not Last
Hosin Global Electronics (HGE) is looking to raise at least US$500m in its upcoming Hong Kong IPO. In this note, we look at the company's past...
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