ECM

NASN (拿森智能) Pre-IPO: Early Thoughts

29 Jul 2026 By Ke Yan, CFA
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Abstract: NASN, a brake-by-wire solutions supplier, has passed the HKEX listing hearing and is seeking a Main Board listing. Haitong and BOCI are the joint sponsors. We look at the company's core segments: NBC solutions and ESC solutions. We think the deal is not interesting: localisation is real, but NBC margin is too low for the growth case.

ZHEJIANG ASIA-PACIFIC MECHANICAL & ELECTRONIC (002284 CH) ZHEJIANG VIE SCIENCE & TECHNOLOGY (002590 CH) NEXTEER AUTOMOTIVE (1316 HK) HL MANDO (204320 KS) BETHEL AUTOMOTIVE SAFETY SYSTEMS (603596 CH) JTEKT (6473 JP) BEIJING JINGWEI HIRAIN TEC (688326 CH)

Highlighted Stocks

ZHEJIANG ASIA-PACIFIC MECHANICAL & ELECTRONIC, ZHEJIANG VIE SCIENCE & TECHNOLOGY, NEXTEER AUTOMOTIVE, HL MANDO, BETHEL AUTOMOTIVE SAFETY SYSTEMS, JTEKT, BEIJING JINGWEI HIRAIN TEC

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