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Taiwan Semiconductor Co. (5425 TT)
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Information Technology
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Taiwan
Taiwan Semiconductor Co., Ltd. designs, manufactures, and distributes rectifiers, thermal bar code printers, and color photo printers.
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bullish
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Robosense Technology
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04 Dec 2023 08:51
Robosense Technology Pre-IPO - The Positives - A Whole Lot of Potential
Robosense filed its PHIP for an HK listing over the weekend. We looked at the company's past performance in our earlier notes.
Sumeet Singh
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622 Views
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bullish
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Kokusai Electric
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24 Oct 2023 08:51
Kokusai Electric IPO Trading - Decent Demand, Now for the Real Test
KKR raised around US$730m via selling a stake in Kokusai Electric's (6525 JP) (KE) Japan IPO. In this note we talk about the trading dynamics.
Sumeet Singh
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534 Views
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bullish
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Alibaba Group Holding
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22 Oct 2023 07:15
ECM Weekly (22nd Oct 2023) - J&T, Cuscal, Liontown, Cainiao, ZJLD, Taiwan Cement, Zomato, Hana Micro
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
Clarence Chu
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667 Views
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bullish
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Kokusai Electric
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10 Oct 2023 11:11
Kokusai Electric IPO - Not Wholly Convinced, One Needs to Look past the Cycle
KKR is looking to raise around US$730m via selling a stake in Kokusai Electric (6525 JP) (KE) in its Japan IPO. In this note, we talk about the...
Sumeet Singh
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538 Views
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bearish
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Kokusai Electric
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05 Oct 2023 07:07
Kokusai Electric Pre-IPO - Thoughts on Valuation
KKR is looking to raise around US$750m via selling a stake in Kokusai Electric (6525 JP) (KE) in its Japan IPO. In this note we talk about valuations.
Sumeet Singh
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684 Views
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