Eoptolink (300502 CH): Tactical Re-Entry Ahead of Q2 Print and $5B HK IPO
​Eoptolink Technology (300502 CH) has been down 5 weeks but Q2 earnings are expected to beat market consensus. Buy opportunity (asymmetrical risk)...
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Aequitas: Grace Fabric A/H Listing - Growing Fast but Track Record Hasn’t Been Great
Grace Fabric Technology Co-A (603256 CH) (GF) aims to raise around US$1bn in its H-share listing. In this note, we talk about the company's past...
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A-Share Margin Trading Weekly (Jul 24th): PING AN INSURANCE, EAST MONEY INFORMATION, ZTE, MONTAGE
We analyzed A-share margin trading positions report for the past week and highlighted PING AN INSURANCE, QINGDAO HUICHENG ENVIRONMENTAL TECHNOLOGY,...
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Weekly Deals Digest (26 Jul) - Innolight, Con Aero, GJTAI, Z Fin, Shinko Shoji, OFX, Ajinomoto
A weekly summary of key developments in ECM and Event-Driven names tracked by us in Hong Kong, Australia, New Zealand, Singapore, Japan, Indonesia,...
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Pre-IPO Ligent Technologies - About the Business and the Outlook
​Ligent's business model relies on "full-stack capability" but struggle with low margins.Strategic value in vertical layout help turnaround, but...
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