Request:
- Make the HK IPO analyst skill explicitly call out candidates that already have Mainland A shares, such as 03661 and 01688.
- Require special treatment because A/H dual-listed IPOs have a different pricing setup from pure first-time HK IPOs.
Changes:
- Added A/H dual-listed valuation overlays to the hk-ipo-analyst skill description.
- Added a Latest Candidate Report guardrail requiring broad reports to include the A/H overlay whenever current or recently closed candidates have A shares or another onshore listed class.
- Added an A/H Dual-Listed IPO Overlay section covering detection cues, required A-share/H-share valuation fields, fungibility guardrails, and short-exit interpretation.
Verification:
- Ran python3 /root/.codex/skills/.system/skill-creator/scripts/quick_validate.py .agents/skills/hk-ipo-analyst.
- Ran git diff --cached --check.
- Confirmed Codex CLI parses in this repo with codex --search -s danger-full-access -a never exec -C /root/projects/hk-ipo --help.
Next useful context:
- 03661 SG Micro is tied to 300661.SZ and 01688 Lingyi iTech is tied to 002600.SZ.
- The overlay should distinguish valuation support from trading demand because A shares and H shares are generally not fungible.
geometrybase
4c4830a32c