Asahi Group (2502 JP): US$1.3bn Secondary Placement
Looking at recent large Japanese placements is instructive to understand the potential offer price. The pricing date will fall between 28 November...
677 Views
Semiconductor Cycles: Industrial and EVs
Plus my new taxonomy of cycles! Where I think each end market is in the cycle. This earnings season, Industrial semiconductor demand has been the...
420 Views
ECM Weekly (12th Nov 2023)-Renesas, Bajaj, Alchip, Hybe, Will, Wuxi, ChaPanda, Chenqi, Cello, Honasa
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
687 Views
Index Rebalance & ETF Flow Recap: SSE50, Chinext/50, Renesas, Tencent, Amman Mineral
This recap highlights Insights covering Asian index rebalances (announcements/ forecasts/ IPO Fast Entry/ M&A driven changes). We also highlight...
681 Views
Renesas Clean-Up Block Trade - Overhang Out of The Way And Time To Own Again
INCJ has sold the last of their Renesas. 30mos ago they had 32%. Now they have none. The market has absorbed 60% of the selldown. I expect Renesas...
791 Views