Northbound Flows (1Q2026): CATL, CATL, ZHONGJI INNOLIGHT, ZHONGJI INNOLIGHT
We analyzed Northbound connect data for 1Q2026 and highlight flows for CATL, ZHONGJI INNOLIGHT, SUZHOU TFC OPTICAL COMMUNICATION.
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Gpixel Changchun (3277 HK) IPO: A Bit Expensive
Gpixel plans to raise HK$2.5bn in IPO, but pricing at 33.4x PER for FY26 is unattractive as earnings growth is below A-share and global peers....
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Aequitas: Montage Technology A/H Trading - Highest Insti Coverage so Far
Montage Technology (688008 CH) (MT), a provider of memory interface chips and interconnect chips, raised around US$1bn in its H-share listing. In...
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Aequitas: Lingyi ITech A/H Listing - More Smartphones than AI, but Has Robotics
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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Aequitas: Eastroc Beverage A/H Trading - Weak Retail, Strong Insti Demand
Eastroc Beverage Group (605499 CH) (EB), a China-based functional beverage company, raised around US$1.5bn in its H-share listing. In this note, we...
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