YMTC (长江存储) Pre-IPO: Tearsheet
YMTC has filed a prospectus with the SSE for a STAR listing. In this tearsheet, we look at the company's business and operating profile, its...
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Longsys Electronics H Share Listing (9976 HK): The Investment Case
Longsys Electronics is a branded independent memory product company. It is seeking to raise US$798 million. In this note, I discuss the investment...
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Shenzhen Longsys (9976 HK) IPO: Not Too Exciting
Shenzhen Longsys H-share is priced at a 45.9% discount to the A-share, but the market's projected earnings decline for FY27-28 is a concern. Its 8x...
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Shenzhen Longsys Electronics IPO: Worth Embedding This In Investors Memory
Longsys launched HK IPO to raise nearly HK$ 6.3B for R&D, strategic investments/acquisition etc. Operational capabilities, strong R&D prowess,...
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HONG KONG IPO WATCH: Longsys - A Full Value Chain Semi Company
Shenzhen Longsys Electronics (9976 HK) is a vertically integrated memory chip-maker pursuing a dual listing in HK, offering approximately 26.1...
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