CSI 100 Index Earning Revision (Sep): GANFENG LITHIUM, CMB, Longi Green, TIANQI LITHIUM, BYD
We analyzed CSI 100's consensus for Sep 2025 and highlighted changes of EPS in GANFENG LITHIUM (002460 CH), CMB (600036 CH), CSSC (600150 CH),...
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GigaDevice A/H Listing -Strong Long Term Record but Exposed to the Memory Cycle
GigaDevice Semiconductor (603986 CH) (GD), an IC design house, aims to raise around US$1bn in its H-share listing. In this note, we look at the...
682 Views
A/H Premiums & Recent Listings Performance-Changing Trends but Quality Matters More than the Premium
With a spate of A/H listings already done in the first half and a lot more in the pipeline, we look at some of the trends from the recent listings.
847 Views
ECM Weekly (21 July 2025) - Muyuan, Unisplendour, NTT, Kasumigaseki, Anthem, Leads, SBI, Ascentage
Aequitas Research's weekly update on the IPOs, placements, lockup expiry and other ECM linked events that were covered by the team over the past week.
769 Views
Tech Supply Chain Tracker (18-Jun-2024): H3C partners with Foxconn on Malaysia data center investment.
H3C and Foxconn invest in Malaysian data center, Tsinghua Unigroup acquires, Chinese auto industry adapts to EU EV regulations, Microsoft &...
367 Views