Circuit Fabology H Share Listing (9630 HK): Valuation Insights
Circuit Fabology, a leading Chinese lithography equipment manufacturer, has launched an H Share listing to raise US$414 million. In this note, I...
150 Views
HK Connect Flows Weekly (Jun 18th): Alibaba, Kingboard Laminates, Knowledge Atlas, Kingboard, CNOOC
We analyzed southbound Hong Kong connect flows in the past week and highlighted flows for Alibaba (9988 HK), Kingboard Laminates (1888 HK),...
127 Views
SG Micro Corp (3661 HK) IPO: A High-Growth Play
SG Micro is a leading analog IC company with a solid earnings record, aiming to raise HK$4.5bn in its IPO. With a 33.1% EPS CAGR, the IPO is...
196 Views
Lingyi ITech (1688 HK) IPO: Deserves a Narrower Discount
Lingyi iTech's H-share IPO aims to raise HK$8.2bn, with potential for faster earnings growth in FY27 and FY28. It deserves a narrower discount to...
241 Views
SG Micro H Share Listing (3661 HK): Valuation Insights
SG Micro, a leading analog IC company in China, has launched an H Share listing to raise US$587 million. In this note, I discuss the H Share...
184 Views