Zhejiang Hailiang Co A (002203 CH): Synthetic Expert Call Transcript (07 Oct 2026)
Traditional HVAC margins are structurally squeezed, with Hailiang's domestic processing gross margins declining to 4.2% in early 2026 under...
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Aequitas: Zhejiang Hailiang A/H Listing - Razor Thin Margins; Cash Burn Continues to Be Significant
Zhejiang Hailiang Co A (002203 CH) , aims to raise at least US$300m in its H-share listing. Zhejiang Hailiang (ZH) was established under its...
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Aequitas ECM Weekly (12 October 2026)-Wuxi Bio, CIG, CKD, Infroneer, JIO, ESWIN, Tinci, Transsion
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.
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Steel in China- No Government Capacity Shutdown
This is a big topic that I find myself addressing to investors each quarter for the past 10 years as a steel analyst from where I live in Beijing,...
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Silver Is the Latest Chinese Little Short
As we have noted numerous time before, the result of so much money and credit creation is that there is a lot more capital chasing fewer and fewer...
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