AInnovation Technology IPO Initiation: Code Amber
AInnovation is set to launch an HKEx IPO to raise up to US$157 million. Overall, we believe the negatives outweigh the positives and we would give...
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SenseTime IPO: Valuation Insights
Our valuation analysis suggests that the IPO price is unattractive. We would give the IPO a pass. Pricing is expected on 10 December with a listing...
340 Views
SenseTime Group (商汤集团) Pre-IPO - Peer Comparison & Industry - Paying the Price of Diversification
SenseTime Group (1475539D HK) is looking to raise about US$2bn in its upcoming Hong Kong IPO. We estimate that the company has been losing market...
413 Views
China A-Shares - EM Fund Ownership Guide
China A-Shares represent the 6th largest country holding among active EM investors. In this analysis, we analyse the current set up of A-Shares in...
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China Technology: Sentiment Change Forces Allocation Shift
Allocations in China Technology stocks have soared since late last year, breaking out of their decade long range of between 1.4-2% and powering on...
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