Asia Pac IPO & Placement Research, China biotech, Aequitas Research

Ke Yan, CFA, FRM

An inquisitive investment analyst with background in both finance and computing. Covering ECM research, biotech, market data analytics.

Asia Pac IPO & Placement Research, China biotech

Smartkarma

Smartkarma unites the fragmented investment industry, connecting institutional investors, independent research providers, and corporates within a single network.

Research Reinvented

Equity Capital Markets

CRCC High Tech Equipment Corp Ltd (H) / Equity Capital Markets

CRCC High Tech Equipment Corp Ltd (H) (1786 HK)

<p>CRCC High-Tech Equipment, a spin-off from CRCC (1186 HK), is said to raise US$400m soon.</p><p>In this insight, we share our thoughts on: 1) The difference between the railway maintenance and machinery business, and where the company is positioned in the value chain; 2) Estimating the potential of the business; and, 3) The limitation and restriction of the company. </p><h2><strong>CRCC High-Tech's machinery business</strong></h2><p>- The company's main business is supplying machinery for railway maintenance, including tamping machine…</p>

CRCC High-Tech Equipment, a spin-off from CRCC (1186 HK), is said to raise US$400m soon.In this insight, we share our thoughts on: 1) The difference between the railway maintenance and machinery business, and where the company is positioned in the value chain; 2) Estimating the potential of the business; and, 3) The limitation and restriction of the company. CRCC High-Tech's machinery business- The company's main business is supplying machinery for railway maintenance, including tamping machine…

(IPO Early Thoughts) CRCC High-Tech: Domestic Market Peaks, Exports Banned