ECM

Three-Circle (三环集团) A+H IPO: Analysis of Deal Terms

30 Jun 2026 By Ke Yan, CFA
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Abstract: Three-Circle, an advanced electronic ceramics manufacturer, launched its IPO to raise USD 920m through an A+H listing. China Galaxy International is the sole sponsor. 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.

ZHEJIANG SANHUA INTELLIGENT CONTROLS (002050 CH) ESTUN AUTOMATION (002747 CH) SHENZHEN ZHAOWEI MACHINERY & ELECTRONIC (003021 CH) BUSYMING (1768 HK) SANHUA (2050 HK) VGT (2476 HK) CONTIOCEAN (2613 HK) SICC (2631 HK) ZHAOWEI (2692 HK) ESTUN (2715 HK) CHAOZHOU THREE-CIRCLE (300408 CH) LENS TECHNOLOGY (300433 CH) SG MICRO (3661 HK) GIGADEVICE (3986 HK) YOFC (601869 CH) LENS (6613 HK) YANGTZE OPTICAL FIBRE AND-H (6869 HK) SICC (688234 CH) SMIC (688981 CH) 6951 HK (6951 HK) SMIC (981 HK) SERES (9927 HK)

Highlighted Stocks

ZHEJIANG SANHUA INTELLIGENT CONTROLS, ESTUN AUTOMATION, SHENZHEN ZHAOWEI MACHINERY & ELECTRONIC, BUSYMING, SANHUA, VGT, CONTIOCEAN, SICC, ZHAOWEI, ESTUN, CHAOZHOU THREE-CIRCLE, LENS TECHNOLOGY, SG MICRO, GIGADEVICE, YOFC, LENS, YANGTZE OPTICAL FIBRE AND-H, SICC, SMIC, 6951 HK, SMIC, SERES

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