Sigenergy Technology (6656 HK): Synthetic Expert Call Transcript (09 Oct 2026)
Extreme residential storage channel inventory remains a persistent overhang in Europe, with recovery deferred to mid-2027. While global inverter...
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Aequitas: Sigenergy IPO Lockup - >US$200m Cornerstone Shares to Be Unlocked
Sigenergy raised US$563m from its Hong Kong IPO in April 2026 via a primary offering of HKD324.2/share in its IPO. In this note, we will talk about...
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HS TECH Consultation Conclusions: Retained and Refined Rules
HSIL adopted all six HS TECH proposals and added two new screens to constituent selection. We set out which rules are retained and which are refined.
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HSCI / HK Connect Sep 2026 Implementation: Pre-Implementation Update
HK Connect enters implementation on 7 Sep 2026. We update stock performance since the HSCI announcement and discuss the implementation trade.
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HSCI / HK Connect Sep 2026 Rebalance: Post-Announcement Positioning
HSIL announced the September review result on 21 Aug 2026 after market close. We forecast 53 southbound Connect ADDs and 15 DELETEs. We review the...
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