Event-Driven

Dajin: Lock-Up Expiry Analysis

03 Nov 2026 By Ke Yan, CFA, FRM
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Abstract: We examine Dajin's six-month lock-up expiry and analyze the cornerstone tranche by investor type to quantify the selling risk. We evaluate 3Q26 fundamentals, consensus revisions, southbound holdings and the A-H premium. We compare Dajin with A+H precedents on H-share performance in the week after six-month lock-up expiry.

DAJIN (1081 HK) DAJIN HEAVY INDUSTRY (002487 CH)

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