Pony AI Secondary HK Offering - Needs to Correct Some More
Pony AI (PONY US)Â Â plans to raise around US$825m in its secondary listing in Hong Kong. In this note, we talk about the deal structure and pricing.
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Briefing. Netflix's Shift in Focus, Intel Shows Signs of Life, Could Yelp Save Airbnb's Services?...
Equities rally as news of Trump-Xi summit boosts investor confidence, while Netflix reports strong revenue growth driven by subscriber gains and ad...
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Horizon Robotics IPO Lockup - Last of the Lockups, Large Pre-IPO Investors Still Holding On
Horizon Robotics (9660 HK) raised around US$800m in its Hong Kong IPO in October 2024. Its first set of lockups expired in April 2025. The next one...
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WeRide Secondary HK Offering - Is Relatively Cheaper but Lacks Momentum
WeRide (WRD US) plans to raise around US$350m in its secondary listing in Hong Kong. In this note, we talk about the deal dynamics.
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Taiwan Tech Weekly: Mediatek & Nvidia Announce GB10 Partnership; TSMC's Prices Spur Samsung Interest
​MediaTek partners with NVIDIA for GB10 Superchip, bringing locally-run AI models to desktops. TSMC's 2nm price hike boosts interest in Samsung....
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