Socionext Placement - Valuation More Reasonable but past Secondary Offerings Have a Mixed Record
Three shareholders of Socionext (6526 JP) aim to raise around US$1.4bn via selling all of their shares in Socionext. In this note, we look at the...
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Amazon: Monetary Conditions Are In The Driver's Seat And Higher Margins Are Already Priced-In
Amazon has significantly underperformed the broader equity market, in spite of the recent rally. The narrative for generative AI is strong, but the...
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Robosense Technology Pre-IPO Tearsheet
Robosense Technology (RT) is looking to raise around US$300m (estimated) in its upcoming Hong Kong IPO. The deal will be run by JPM and China...
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China Designer of AI-Based Self-Driving Chips Files for Hong Kong IPO
Black Sesame International Holding Ltd., a Xiaomi-backed designer of artificial intelligence-based self-driving computing chips, has filed for a...
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Taiwan Tech Weekly: New ASML Restrictions Tighten Vice Further on China; AI & The Nvidia/AMD Family
Also -- TSMC supplier hit by cyberattack, Hon Hai expanding EV in Vietnam, plus our recent research notes on Hon Hai, Nanya Tech, Himax, Yageo, and...
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