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 (20 Sep) - Kakaku, Leopalace21, Kadoya, JPMC, Skyworth, Reliance, FleetPartners

Merger Arb Mondays (21 Sep) - Kadoya, Leopalace21, Kakaku, Skyworth, Z Fin, OFX, Peet, Cleanaway

Merger Arb Mondays (12 Oct) - Skyworth, Z Fin, OFX, Ingenia/Peet, Cleanaway, Reliance, Kakaku

Skyworth (751 HK): A Long-Dated but Attractive Distribution and Share Buyback Scheme Proposal

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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.

Event-Driven

<ul>
<li>Skyworth’s monthly update confirms there has been "<em>no substantial update since the Monthly Update Announcement dated 17 August 2026</em>" and that it is "<em>still preparing the listing application.</em>" </li>
<li>Skyworth is behind on every precedent's filing milestone; the lack of proof of filing Skyworth Photovoltaic’s application (AP) is now the standout red flag.</li>
<li>The delay could reflect unusually complex documentation or a sector policy risk resulting in informal regulatory discouragement before formal filing. Caution is warranted until the AP is filed. </li>
</ul>


Skyworth’s monthly update confirms there has been "no substantial update since the Monthly Update Announcement dated 17 August 2026" and that it is "still preparing the listing application." 
Skyworth is behind on every precedent's filing milestone; the lack of proof of filing Skyworth Photovoltaic’s application (AP) is now the standout red flag.
The delay could reflect unusually complex documentation or a sector policy risk resulting in informal regulatory discouragement before formal filing. Caution is warranted until the AP is filed. 


YiChang HEC ChangJiang Pharmaceutical (1558 HK)

Skyworth (751 HK): Behind Every Precedent's Filing Clock