Aequitas ECM Weekly (12 October 2026)-Wuxi Bio, CIG, CKD, Infroneer, JIO, ESWIN, Tinci, Transsion
Aequitas Research's weekly update on the IPOs, placements, lockup expiry and other ECM linked events that were covered by the team over the past week.
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Japan Morning Connection: Furukawa, Fujikura May Find Support as US Weighs Ban on Chinese Optics
US considering ban on Chinese optical transceivers could benefit Furukawa and Fujikura. Pressure for telcos as Musk plans to take mobile customers...
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Japan Morning Connection: Memory-Exposed SPEs Primed to Rally on South Korean Semi Investment
Japanese SPEs with memory exposure set for a quarter-end rally. Furukawa and SEI in focus after Corning's breakout. Telcos face headwinds from new...
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Overview #58 - Central Bankers Are Revolting*
A review of recent events/data impacting our investment themes and outlook. We look at the Central Bank meetings and further implications of the...
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Aequitas: Infroneer Holding Placement - Positives Baked In, Somewhat Flagged
INFRONEER Holdings (5076 JP) aims to raise around US$800m to fund the acquisition of Swing Corporation. In this note, we talk about the deal dynamics.
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