Dajin Heavy Industry (大金重工) A+H IPO Trading
Dajin Heavy raised USD 826m to list on HKEX on Friday, June 5. We are cautious on debut performance despite decent 134x retail demand and...
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Screening the Silkroad: Small-Mid Cap High-Risk Names to Avoid: Q2 2019
The risk remains apparent - but list reduced in number over Q2 Q1-2019 Small-Mid Cap High-Risk list of stocks ( Screening the Silkroad: Small-Mid...
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Screening the Silk Road: (Small-)Mid Cap Free Cash Flow
In April 2018, we published a FCF screen with the sole aim of identifying potential names which could prove to be strong candidates in a Small-Mid...
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Dajin Heavy Industry (大金重工) A+H IPO: Analysis of Deal Terms
Dajin Heavy Industry is seeking to raise at least USD 100m in an A+H listing. In this note, we look at the company's business, its industry context...
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China Heavy Machinery-Back to Doldrums in 2019
We estimate China's heavy machinery sector sales turn weaker in 2019EÂ because Incremental demand on main machines, excavators, loaders, heavy duty...
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