CALB IPO Lock-Up - US$2.6bn Lockup Release but Mostly SOE Owned
CALB Group (3931 HK) raised around US$1.2bn in its Hong Kong IPO in Oct 2022. The lockup on its pre-IPO shareholders will expire tomorrow.
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US Battery and Solar Investments, One Year After, Part I
We view the US having a vigorous and healthy battery reshoring initiative. contributed by battery's relatively flat supply chain and the technology...
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Beijing SinoHytec A/H Listing - A Whole Lot of Promise but Not Much Earnings to Show for It Yet
Beijing Sinohytec Co Ltd (688339 CH) (BSH) is looking to raise up to US$400m via its H-shares listing. In this note, we talk about the deal dynamics.
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EU's Battery and Solar Investments, One Year After, Part I
Chinese companies accounted for a quarter of battery investments in EU. This ratio has increased materially over the past 12 months and will...
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W-Scope IPO Lock-Up - Part of the Parent’s Stake Will Be Freed, but It's Been Adding Instead
WCP raised around US$314m via selling a mix of primary and secondary shares in its Korean IPO. The lockup on some of its parent’s stake will expire...
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