Horizon Robotics IPO - Peers Are Down a Lot, Its Valuation Isn’t
Horizon Robotics is looking to raise up to US$696m in its Hong Kong IPO. We have looked at the company's past performance in our earlier notes, in...
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Liquid Universe of European Ordinary and Preferred Shares: October‘24 Report
Since mid-September, share-price spreads have generally widened across our European liquid universe of ordinary and preferred shares (9 have...
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Horizon Robotics Pre-IPO - PHIP Updates - More of the Same, Lots to Watch Out For
Horizon Robotics is looking to raise US$500m in its upcoming Hong Kong IPO. In this note, we talk about the updates from its recent filings.
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Tech Supply Chain Tracker (05-Oct-2024): APAC offshore wind market at crossroads.
APAC offshore wind market faces competition, Typhoon Krathon sparks battle among AI models. Taiwan's Ford Lio Ho ups SUV lineup, supply chain...
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Selected European HoldCos and DLC: September'24 Report
Discounts to NAV of covered holdcos mainly widened during September. What seems interesting (unchanged views): Porsche SE vs. listed assets and the...
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