ECM

Longsys (江波龙) A+H IPO: Analysis of Deal Terms

31 Aug 2026 By Ke Yan, CFA
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Abstract: Longsys, a branded memory-module maker, launched its IPO to raise USD 800m through an A+H listing. CITIC and Citi are the deal sponsors. In this note, we look at the deal terms and provide our thoughts on valuation for the company. We analyze reference A+H transactions, cornerstone and sponsor performance and assess the risk-reward of the deal.

SHENZHEN LONGSYS ELECTRONICS (301308 CH) Samsung Electronics (005930 KS) COFOE MEDICAL (1187 HK) VGT (2476 HK) GIGADEVICE (3986 HK) GIGADEVICE SEMICONDUCTOR (603986 CH) MONTAGE TECH (6809 HK) MONTAGE (688008 CH) DOSILICON (688110 CH) Biwin Storage (688525 CH) SMIC (688981 CH) SMIC (981 HK) Micron Technology (MU US)

Highlighted Stocks

SHENZHEN LONGSYS ELECTRONICS, Samsung Electronics, COFOE MEDICAL, VGT, GIGADEVICE, GIGADEVICE SEMICONDUCTOR, MONTAGE TECH, MONTAGE, DOSILICON, Biwin Storage, SMIC, SMIC, Micron Technology

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