MINIMAX-W: Pre-Lock-Up Expiry Update, Positioning Revised
The stock's movement is aligned with our thesis: 1) +ve performance on expiry day, 2) international banks issued Buy ratings.
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HSCEI Dec 2026 Index Rebalance Forecast
We expect Shenzhou to be deleted below rank 60 and Hua Hong Grace to fill its seat, while a mid-conviction WuXi Bio ADD would also see ZTO deleted.
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Aequitas: Victory Giant IPO Lockup - Nearly US$800m Cornerstone Release
Victory Giant Technology (2476 HK) (VG) raised around US$2.9bn in its upsized H-share listing in April 2026. The lockup on its cornerstone...
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Aequitas: MiniMax Lockup Expiry - US$8bn Lockup Expiry but Smallish CCASS Movement
MiniMax (100 HK), a global AI foundation model company, raised around US$700m in its Hong Kong IPO. The lockup on its cornerstone and some pre-IPO...
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This Week in AI (Sep 13-19): OpenAI Delays IPO Hopes; AI Slowdown Debate Hits Markets
This week in AI: OpenAI pushed IPO expectations beyond 2026, the AI slowdown debate reached markets and policy, and Chinese labs kept shipping models.
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