China Semiconductors: Rising up the Ranks
China managers continue to increase their Semiconductor exposures. Average fund weights stand at a record 3.20% with a new high of 73.3% of funds...
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Aequitas: Omnivision A/H Lockup Expiry - Smallish Release with Cornerstone Underwater
Omnivision Integrated Circuits (501 HK) (OVIC, 603501 CH), a semiconductor company, raised around US$600m in its H-share listing. The lockup on its...
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Aequitas: GigaDevice A/H Lockup Expiry - US$1.4bn Lockup Release with 5x Gains
GigaDevice Semiconductor (3986 HK) (GD), an IC design house, raised around US$690m in its H-share listing. Its cornerstone investors will soon be...
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A-Share Margin Trading Weekly (Jul 3rd): TONGHUA GOLDEN-HORSE PHARMACEUTICAL INDUSTRY, BOE
We analyzed A-share margin trading positions report for the past week and highlighted TONGHUA GOLDEN-HORSE PHARMACEUTICAL INDUSTRY (000766 CH),...
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Aequitas: Lingyi ITech A/H Trading - Weak Demand but A-Share Rally Will Help
Lingyi iTech Guangdong (002600 CH, LIT), an intelligent manufacturing platform, raised around US$1bn in its H-share listing. In this note, we talk...
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