Primer: Tonly Electronics (1249 HK) - Aug 2026
Tonly Electronics is a leading Original Design Manufacturer (ODM) that has successfully transitioned its core business from legacy video...
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HK A+H Connect Inclusion Event Study: 3Q2026 Update
We add 18 A+H Connect ADDs since March. H-shares now outperform A-shares after ADDs that follow stabilization, while listing-day ADDs draw heavy...
110 Views
A-H Premium Weekly (Aug 21st): Smic, China South Air, Gtht, Yankuang Energy, China Telecom
We analyzed A-H premium changes in the past week and highlight A-H premium changes for Smic, China South Air, Gtht, Yankuang Energy, China Telecom,...
97 Views
HK Connect Flows Weekly (Aug 21st): Tencent, Smic, Hua Hong Semi, Meituan, Lenovo, Knowledge Atlas
We analyzed southbound Hong Kong connect flows in the past week and highlighted flows for Tencent, Smic, Hua Hong Semi, Meituan, Lenovo, Knowledge...
107 Views
Ingenic Semiconductor (北京君正) A+H IPO: Analysis of Deal Terms
We analyze Ingenic Semiconductor's USD 410m Hong Kong IPO. We look at deal terms, track records of cornerstone investors and sponsors, as well as...
176 Views