Tech Supply Chain Tracker (28-May-2024): Liquid cooling market to double by 2025, industry shakeout predicted.
Liquid cooling market poised for 2x growth by 2025, Apple aims to ship 9 million OLED iPad Pros, South Korea seeks to boost IC design sector,...
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ECM Weekly (27th May 2024) - Renesas, AUB, Modec, Tata Tech, MUFG, Shift Up, Novelis, Shulan
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
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Renesas (6723) - Denso Selldown Starts; Fourth Large Renesas Block in 6mos (Two More To Come)
After INCJ, NEC, Hitachi, and Mitsubishi Elec sold 300mm shares in 3 offerings at larger discounts in the last 6mos, this looks like a narrow...
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Renesas Block - While Not Particularly Well Flagged, Recent Selldowns in the Stock Have Done Well
Denso Corp (6902 JP) is looking to raise US$1.39bn from selling a portion of its stake in Renesas Electronics (6723 JP).
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ASICS (7936 JP): The Current Playbook
The offering will likely be priced on 23 July. Investors who have participated in previous large Japanese placements tend to secure positive returns.
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