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 (26 Apr) - Xizhi (Lightelligence), Metis TechBio, Makino, Emmerson, Qoria, Qube

Xizhi Technology (Lightelligence) IPO: The Investment Case

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Global Equity Research Ltd

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Equity Capital Markets

Shanghai Xizhi Technology / Equity Capital Markets

<ul>
<li>
<a href="https://www.smartkarma.com/entities/shanghai-xizhi-technology-lightelligence" target="_blank" data-smartkarma-citation="entities:48061:1" rel="noopener">Shanghai Xizhi Technology (Lightelligence) (LIG HK)</a> is a Chinese optical interconnect company. It has launched an HKEx IPO to raise US$319 million.</li>
<li>I previously discussed the IPO in <strong><em><a href="https://www.smartkarma.com/insights/xizhi-technology-lightelligence-ipo-the-investment-case" target="_blank" data-smartkarma-citation="insights:231796" rel="noopener">Xizhi Technology (Lightelligence) IPO: The Investment Case</a>. </em></strong>
</li>
<li>Despite my cautious view of the fundamentals, my DCF sensitivity analysis suggests the IPO price range is reasonable. The presence of blue-chip cornerstones will help sentiment.</li>
</ul>



Shanghai Xizhi Technology (Lightelligence) (LIG HK) is a Chinese optical interconnect company. It has launched an HKEx IPO to raise US$319 million.
I previously discussed the IPO in Xizhi Technology (Lightelligence) IPO: The Investment Case. 

Despite my cautious view of the fundamentals, my DCF sensitivity analysis suggests the IPO price range is reasonable. The presence of blue-chip cornerstones will help sentiment.


Xizhi Technology (Lightelligence) (1879 HK) IPO: Valuation Insights