Weekly Deals Digest (19 Oct) - Mayne, Soft99, Mandom, Kangji, Mandarin Oriental, Genting Malaysia
A weekly summary of key developments across ECM and Event-Driven names tracked by us across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
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Seres Group A/H Listing - PHIP Updates and Thoughts on A/H Premium
Seres Group (601127 CH), a Chinese NEV manufacturer, aims to raise around US$2bn in its H-share listing. In this note, we talk about the recent...
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Lonking (3339 HK): Still Well Placed
​Strong industry sales of wheel loaders and excavators in Jul-Aug indicate that earnings forecasts may be too conservative. With strong net cash,...
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Capital Goods - Upgrade of rural highways could become a trillion yuan market
The regulations highlight that rural highway construction should aim to improve road network quality to promote urban-rural transportation...
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China Heavy Machinery Sector: Anticipating More Upside
Lonking issued a positive profit alert, suggesting that its 1H25 net profit will reach between Rmb590m and Rmb665m, equaling a 29-45% YoY increase....
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