Longsys Electronics H Share Listing (9976 HK): Valuation Insights
Longsys is an independent memory product company. It is seeking to raise US$800 million. While the proposed AH discount is attractive, I would...
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Longsys Electronics H Share Listing (9976 HK): The Investment Case
Longsys Electronics is a branded independent memory product company. It is seeking to raise US$798 million. In this note, I discuss the investment...
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Shenzhen Longsys (9976 HK) IPO: Not Too Exciting
Shenzhen Longsys H-share is priced at a 45.9% discount to the A-share, but the market's projected earnings decline for FY27-28 is a concern. Its 8x...
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Pre-IPO Shenzhen Longsys Electronics (PHIP Updates) - Some Points Worth the Attention
Maximum offer price of Longsys is HK$240.6, with maximum MV of HK$109.7bn (or RMB94bn). If based on 2026 forecast, PE is 5.2x, even below the...
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HONG KONG IPO WATCH: Longsys - A Full Value Chain Semi Company
Shenzhen Longsys Electronics (9976 HK) is a vertically integrated memory chip-maker pursuing a dual listing in HK, offering approximately 26.1...
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