Event-Driven

MINIMAX-W: Pre-Lock-Up Expiry Update, Positioning Revised

03 Jul 2026 By Ke Yan, CFA
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Abstract: The 9 July wave. We detail the 153.5m-share six-month unlock, its holder composition, and the full cornerstone book. Seller incentive. We assess how the share-price reset from the March peak changes holders' motivation to exit. Positioning signals. We track token usage after the M3 launch, consensus revisions, and short positioning into the event.

MINIMAX (100 HK)

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