Kokusai Electric Placement - Unexpected Seller but Relatively Small Deal
Applied Materials (AMAT US) is looking to raise approximately US$330m through an accelerated secondary offering for around 4.5% of Kokusai Electric...
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FineToday Pre-IPO - Refiling Updates
FineToday Holdings (420A JP) (FT) is planning to raise around US$280m via selling a mix of primary and secondary shares. In this note, we talk...
830 Views
Weekly Update (CTVA, SFGI/8729, UNTC, MEDXF, IDT)
On October 1, 2025, Corteva Biosciences (CTVA) announced that it plans to break up into two public companies. The logic behind the spin-off...
148 Views
Global Fund Positioning in Asia
Global funds stay structurally underweight Asia, with Japan and China leading the way. Taiwan Tech dominates sector overweights, while TSMC tops...
273 Views
Tekscend Photomask IPO - Thoughts on Valuation
Tekscend Photomask (429A JP)Â Â (429A JP), a manufacturer and distributor of semiconductor photomasks, aims to raise around US$830m in its Japan IPO....
794 Views