Abstract: GEM Co. is seeking to raise at least USD100m through an A+H listing. J.P. Morgan, CITIC, and CSI are the sponsors. We look at the company's core segments: new energy materials and critical metal resources. We discuss our preliminary view on fair value using A-H premium references.
GEM, GANFENG LITHIUM, TIANQI LITHIUM, GANFENGLITHIUM, ECOPROBM, ZIJIN MINING, CNGR ADVANCED MATERIAL, JIANGXI COPPER, CMOC
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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