HONG KONG IPO WATCH: Follow the Leader Strategy (April 2026)
KB Laminates (1888 HK) has gained 90% since our April report on the following-the-leader strategy. Kingboard Holdings (148 HK) holds a 70% stake...
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AI Infrastructure: Value Shifts to the Server Board Level
Re-sharing as recent AI infrastructure spending and deployment trends continue to reinforce the discussion around where value capture is becoming...
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Aequitas: CIG Shanghai Placement - Another Opportunistic Raising, Last One Did OK.. For a While
CIG Shanghai (6166 HK) is looking to raise around US$250m from a primary share placement, along with US$500m via a CB issuance.
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Aequitas: Orbbec A/H Listing - Track Record Isn’t Great but Robovision Outlook Is Bright
Orbbec (688322 CH), a 3D visual perception solutions provider, aims to raise around US$300m in its H-share listing. In this note, we look at the...
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HONG KONG ALPHA PORTFOLIO: (April 2026)
The Hong Kong Alpha portfolio posted a -0.5% return for April. Since its inception, the HK Alpha portfolio has outperformed the HK indexes by...
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