Overview of My Winners and Losers in 2019... And 5 High Conviction Ideas Going into 2020
In a follow up to similar styled notes from 2017 and 2018 Overview of My Winners and Losers in 2018...and 5 High Conviction Ideas Going into...
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Aequitas: Lingyi ITech A/H Listing - PHIP Updates and Thoughts on A/H Premium
Lingyi iTech Guangdong (002600 CH, LIT), an intelligent manufacturing platform, aims to raise around US$1bn in its H-share listing. In this note,...
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šØš³šš° That Was The Week That Was ā¢ Hong Kong/China - 12th~18th August 2019 @Smartkarma
ā¢ TW3 HONG KONG/CHINA 12~18 AUGUST ā¢The weight of this week's 28 China/Hong Kong Insights was surprisingly more bullish in its tone (18 bull/10...
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Aequitas: JD Industrials Lockup Expiry - US$1bn Lockup Release
JINGDONG Industrials (7618 HK) raised around US$383m in its Hong Kong IPO in Dec 2025. The lockup on its cornerstone and pre-IPOĀ investors is set...
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Aequitas: Kbank Lockup Expiry - Smaller Release Now, with Larger Ones to Follow Soon
K Bank (279570 KS) raised around US$340m in its South Korean IPO in March 2026. The lockup on its pre-IPO investors is set to expire soon.
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