Abstract: Amlogic, a fabless designer of processors for set-top boxes, smart TVs and smart devices, is seeking an A+H listing. CICC and Haitong are the joint sponsors. We look at the company's core segments: smart multimedia and display SoCs, and AIoT SoCs. We discuss our preliminary thoughts on the company's valuation based on the A-H premium.
AMLOGIC (SHANGHAI), HISENSE VISUAL TECHNOLOGY, TCL ELECTRONICS, SKYWORTH, MediaTek, ROCKCHIP ELECTRONICS, ALLWINNER TECHNOLOGY, Bestechnic, Realtek Semiconductor, Novatek Microelectronics, Synaptics, SUZHOU NOVOSENSE MICROELECTRONICS, NOVOSENSE, SG MICRO, GIGADEVICE SEMICONDUCTOR, MONTAGE
Research on Hong Kong and A+H equity offerings, from the first filing to the aftermarket. Coverage includes pre-IPO early thoughts on the business and valuation, analysis of the final deal terms and cornerstone investors, and updates as new prospectus versions are filed.
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