IPOs and Catalysts/Events, Global Equity Research Ltd

Arun George

Arun has over 15 years’ experience covering the Technology sector. During this time, he has worked with technology start-ups and as an equity analyst in investment banks and independent research firms. He was formerly a Technology Analyst for Canaccord Genuity, Altium Securities, Espirito Santo Investment Bank, Noble Group and Clear Capital. He has a dual Master’s degree in Financial Engineering and Industrial and Operations Engineering from the University of Michigan. He obtained his Bachelor’s degree in Mechanical Engineering from the Indian Institute of Technology, Bombay. He is also a CFA charterholder.

IPOs and Catalysts/Events

Weekly Deals Digest (18 May) - CATL, Hengrui, ESR, OneConnect, Mayne, Nissin, Nippon Road, TechnoPro

CATL H Share Listing (3750 HK) IPO: Trading Debut

CATL H Share Listing: The Investment Case

CATL H Share Listing: PHIP Reinforces the Investment Case

Uncompromised, Independent, Conflict-Free Research

Global Equity Research Ltd

Global Equity Research was started in 2017 by a group of experienced research professionals. It was founded on a passionate belief in the importance and the need for uncompromised, independent, conflict-free research. We aim to provide differentiated and actionable primary and bottom up fundamental research.

Equity Capital Markets

Contemporary Amperex Technology (CATL) / Equity Capital Markets

Contemporary Amperex Technology (CATL) (300750 CH)

<ul>
<li>
<a href="https://www.smartkarma.com/entities/contemporary-amperex-technolog" target="_blank" data-smartkarma-citation="entities:24404:1" rel="noopener">Contemporary Amperex Technology (CATL) (300750 CH)</a> has launched its H Share listing at a maximum price of HK$263. Pricing will be on 19 May, and the listing on 20 May.</li>
<li>I discussed the H Share listing in <strong><em><a href="https://www.smartkarma.com/insights/catl-h-share-listing-the-investment-case" target="_blank" data-smartkarma-citation="insights:176396" rel="noopener">CATL H Share Listing: The Investment Case</a>, <a href="https://www.smartkarma.com/insights/catl-h-share-listing-ah-discount-views" target="_blank" data-smartkarma-citation="insights:184844" rel="noopener">CATL H Share Listing: AH Discount Views</a>, <a href="https://www.smartkarma.com/insights/catl-h-share-listing-phip-reinforces-the-investment-case" target="_blank" data-smartkarma-citation="insights:185326" rel="noopener">CATL H Share Listing: PHIP Reinforces the Investment Case</a></em></strong>.</li>
<li>Our valuation analysis suggests that the low AH discount can be justified. We would participate in the listing.</li>
</ul>



Contemporary Amperex Technology (CATL) (300750 CH) has launched its H Share listing at a maximum price of HK$263. Pricing will be on 19 May, and the listing on 20 May.
I discussed the H Share listing in CATL H Share Listing: The Investment Case, CATL H Share Listing: AH Discount Views, CATL H Share Listing: PHIP Reinforces the Investment Case.
Our valuation analysis suggests that the low AH discount can be justified. We would participate in the listing.


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CATL H Share Listing (3750 HK): Valuation Insights