Aequitas: Shenzhen Longsys Electronics A/H Listing - It’s Cheap but Might Not Be Cheap Enough
Shenzhen Longsys Electronics (301308 CH) (SLE), a branded independent semiconductor memory product enterprise, is looking to raise around US$800m...
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Longsys (江波龙) A+H IPO: Analysis of Deal Terms
We analyze Longsys's USD 800m Hong Kong IPO. We look at deal terms, track records of cornerstone investors and sponsors, as well as its valuation....
108 Views
Aequitas: Alibaba Placement - US$10bn Raising, Relatively Ok Size, Index Flows
Alibaba (9988 HK) is looking to raise around US$10bn to fund its AI spending. In this note, we talk about the deal dynamics.
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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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HK Short Interest Weekly: Wuxi Apptec, Zijin Gold Intl, Kingboard Laminates, Minimax, CCB, ICBC
We analyzed the latest HK SFC report for aggregate short position as of Aug 7th and highlight short interest changes in Wuxi Apptec, Zijin Gold...
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