Aequitas: Shenzhen Longsys Electronics A/H Listing - It’s Cheap but Might Not Be Cheap Enough
Shenzhen Longsys Electronics (301308 CH) (SLE), a branded independent semiconductor memory product enterprise, is looking to raise around US$800m...
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Longsys (江波龙) A+H IPO: Analysis of Deal Terms
We analyze Longsys's USD 800m Hong Kong IPO. We look at deal terms, track records of cornerstone investors and sponsors, as well as its valuation....
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Longsys (江波龙) A+H Pre-IPO: Early Thoughts
Longsys passed hearing for an A+H listing. In this note, we look at the company's business, its industry context and provide our early thoughts on...
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Primer: Shenzhen Longsys Electronics (LNGS HK) - Aug 2026
Shenzhen Longsys Electronics (LNGS HK / 301308 SZ) is the world's second-largest independent semiconductor memory enterprise and China's...
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Shenzhen Longsys Electronics (LNGS HK): Synthetic Expert Call Transcript (25 Aug 2026)
Longsys’ record-breaking H1 2026 net profit of RMB 10.58 billion is a transient "inventory dividend" driven by low-cost stockpiles meeting peak...
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