Novatek: Volume Production of VR Driving Strongest Segment; AR/VR Finally Going Mass Market in 2023?
Apple could be quietly preparing for mass production of AR/VR headset ahead of announcement at June's WWDC. Combined with Novatek's comments, could...
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Taiwan Tech Weekly: Hon Hai Earnings; Long/Short Into Asustek Results; Quanta Tracking Apple Shares
Quanta has tracked Apple's share price success while many other suppliers have lagged by a large margin. Separately, one can consider going Long...
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ECM Weekly (7th May 2023) - Mankind, Nexus REIT, Pertamina Hulu, Growatt, DXN, Giant Biogene, Ventia
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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Weekly Market Monitor (18) - The Bank Domino Continues
More regional banks are collapsing, but Powell thought things were improving, recession signals are flashing, but investors believe earnings are...
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Growatt Technology Pre-IPO - Revised Peer Comparison and Thoughts on Valuation
Growatt Technology (1833969D CH) is looking to raise about US$400m in its upcoming Hong Kong IPO. In this note, we will provide a quick peer...
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