Aux Electric IPO: The Investment Case
Aux Electric, the fifth-largest air conditioner provider globally, is seeking to raise US$600 million through an HKEx IPO. In this note, I discuss...
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A-H Premium Weekly (Aug 1st): China Telecom, CIMC, Anjoy Food, China Everbright Bank
We analyzed A-H premium changes in the past week and highlight A-H premium changes for China Telecom, CIMC, Anjoy Food, China Everbright Bank,...
495 Views
Northbound Flows (2Q2025): Catl, Moutai, Midea, Jiangsu Hengrui Medicine
We analyzed the Shanghai/Shenzhen Connect Scheme for June and highlighted flows for Catl, Moutai, Midea, Jiangsu Hengrui Medicine, Wuliangye.
314 Views
A-H Premium Weekly (Apr 11th): Beigene, China Oilfield Services, Dfzq, Innocare Pharma, China Life
We analyzed A-H premium changes in the past week and highlight A-H premium changes for Beigene, China Oilfield Services, Dfzq, Innocare Pharma,...
381 Views
LG Electronics India Pre-IPO - Thoughts on Valuation
LG Electronics (066570 KS) is looking to raise US$1.5bn+ via part-selling its stake in LG Electronics India. In this note, we talk about valuations.
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