Aequitas: Shenzhen Longsys Electronics A/H Listing - Memory Driving, Surging Stock and Earnings
The company has now filed its PHIP and as per media reports is looking to raise around US$1.5-2.0bn. We will follow-up with more analysis.
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Aequitas ECM Weekly (24 August 2026)- Alibaba, Shein, Ingenic, Mech-Mind, Milky, TMBThan, Hitachi
Aequitas Research's weekly update on the IPOs, placements, lockup expiry and other ECM linked events that were covered by the team over the past week.
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Aequitas: Alibaba Placement - US$10bn Raising, Relatively Ok Size, Index Flows
Alibaba (9988 HK) is looking to raise around US$10bn to fund its AI spending. In this note, we talk about the deal dynamics.
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Four Things to Know About Tightened U.S. Rules Over Chip Exports to China
The U.S. on Tuesday announced an updated set of export controls over more cutting-edge artificial intelligence (AI) semiconductor and chip...
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HS TECH Sep 2026 Index Rebalance Forecast
We expect Iluvatar Corex to enter and Tongcheng Travel to be deleted, both MID conviction, as Tongcheng ranks 36th, the last Buffer Zone position.
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