ZEEKR IPO Lockup - A US$1.3bn+ Lockup Expiry but Everyone Is Underwater
ZEEKR (ZK US), a premium EV brand by Geely Auto (175 HK), raised around US$440m in its US listing. Its IPO lockup will expire soon.
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Cerebras IPO Valuation Analysis: A Sky-High Valuation Will Not Last For Long
In my follow-up piece, I discuss Cerebras Systems valuation analysis, including peers, multiples and the company’s revenues forecast for 2024 and...
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Cerebras IPO Preview: Does The Size Matter? Top-Tier VC Investors and $1B+ Deal With UAE’s G42
Cerebras Systems, a manufacturer of the largest AI chip ever built and hardware company that launched supercomputers in the United States, filed...
266 Views
The Cerebras IPO Stucture Sucks
I’m not going to write about the technical side at all, as I expect Dylan Patel’s team at SemiAnalysis to do a much better job than I can do...
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Upstream Bio Valuation Summary, DCF Analysis Suggests U.S. Business (Ex. COPD) Is Worth ~$1.8B
In my insight, I discuss DCF valuation for biotech company Upstream Bio ahead of upcoming IPO, which is expected to be priced in October
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