Equity Long-Short, Semiconductors, Fabricated Knowledge

Douglas O'Laughlin

Equity Long-Short, Semiconductors

Fabricated Knowledge

Learn more about the world's most important manufactured product. Meaningful insight, timely analysis, and an occasional investment idea.

Equity Bottom-Up

<ul><li><p>A few quick takes before SEMICON. I'll have an ARM IPO piece coming.</p></li><li>The funniest meme on the internet is the incredulous “Nvidia is a fraud” meme. Given the recent rise in Nvidia’s stock, some brains are breaking on the internet.</li><li>The thread/train of thought seems to be spreading, and I’m here to try to stop it.</li></ul>

A few quick takes before SEMICON. I'll have an ARM IPO piece coming.The funniest meme on the internet is the incredulous “Nvidia is a fraud” meme. Given the recent rise in Nvidia’s stock, some brains are breaking on the internet.The thread/train of thought seems to be spreading, and I’m here to try to stop it.

Taiwan AI Conference Slides, Nvidia Fraud Hoax, Huawei, ARM IPO, and Intel

Articles from Caixin Global, Caixin Global

Caixin Global

Articles from Caixin Global

Caixin is a media group dedicated to providing financial and business news through periodicals, online content, mobile apps, conferences, books and TV/video programs. Caixin aims to blaze a trail that helps traditional media prosper in the new media age through integrated multimedia platforms.

News from Caixin

Cross Asset Strategy

<ul><li>Cover Story: Chinese Medicine Injections Face Rigorous Regulation for the First Time</li><li>China Opens New Insurance Path for High-Cost Drugs</li><li>China’s Crypto Crackdown Targets Tokenized Real-World Assets</li><li>China’s Crypto Crackdown Targets Tokenized Real-World Assets</li></ul>

Cover Story: Chinese Medicine Injections Face Rigorous Regulation for the First TimeChina Opens New Insurance Path for High-Cost DrugsChina’s Crypto Crackdown Targets Tokenized Real-World AssetsChina’s Crypto Crackdown Targets Tokenized Real-World Assets

CX Daily: Chinese Medicine Injections Face Rigorous Regulation for the First Time 

<ul><li>In Depth: Chinese Carmakers Shift to ‘Asset-Light’ Models in Overseas Expansion</li><li>Yuan Rallies to One-Year High on Trade Optimism and Fed Cut Bets</li><li>Ant Group Delays Hong Kong Brokerage Takeover as Beijing Approval Drags</li></ul>

In Depth: Chinese Carmakers Shift to ‘Asset-Light’ Models in Overseas ExpansionYuan Rallies to One-Year High on Trade Optimism and Fed Cut BetsAnt Group Delays Hong Kong Brokerage Takeover as Beijing Approval Drags

CX Daily: Chinese Carmakers Shift to ‘Asset-Light’ Models in Overseas Expansion 

<ul><li>Cover Story: The AI Boom’s Unsettling Paradox</li><li>In Depth: How China’s Unified QR Code System Is Redefining Cross-Border Payments</li><li>China’s Online Exporters Face Tax Scrutiny as Platforms Share Data</li><li>Saudi Central Bank Chief Sets Out Vision for the Kingdom’s Fintech Future</li></ul>

Cover Story: The AI Boom’s Unsettling ParadoxIn Depth: How China’s Unified QR Code System Is Redefining Cross-Border PaymentsChina’s Online Exporters Face Tax Scrutiny as Platforms Share DataSaudi Central Bank Chief Sets Out Vision for the Kingdom’s Fintech Future

CX Daily: The AI Boom’s Unsettling Paradox 

APAC IPOs & Placements, Aequitas Research

Akshat Shah

APAC IPOs & Placements

IPOs and Placements coverage across Asia Pacific

Aequitas Research

We cover all listing across the Asia Pacific along with follow-up placements. As of Dec 2020, our team had covered 539 IPOs with a hit rate of 73.5% and 685 placements with a hit rate of 66.8%.

We combine fundamental bottom-up views with our proprietary quantitative framework to provide a holistic coverage across new listings and placements. Our coverage includes pre-IPO notes before the deal is launched, follow-up analysis once the deal is live and post-listing trading analysis as well.

Equity Capital Markets

WT Microelectronics / Equity Capital Markets

<ul>
<li>
<a href="https://www.smartkarma.com/entities/wt-microelectronics-co-ltd" target="_blank" data-smartkarma-citation="entities:19712:1" rel="noopener">WT Microelectronics (3036 TT)</a> (WT Micro) is looking to raise up to US$393m, selling 90m shares(18m GDRs)via a GDR offering. It is also selling a two-year zero-coupon CB to raiseUS$350m.</li>
<li>Similar to previous GDR listings, the firm has undergone a long drawn out process prior to launching the deal, having to jump through a number of board/shareholder/regulatory approval loops.</li>
<li>In this note, we run the deal through our ECM framework and comment on deal dynamics.</li>
</ul>



WT Microelectronics (3036 TT) (WT Micro) is looking to raise up to US$393m, selling 90m shares(18m GDRs)via a GDR offering. It is also selling a two-year zero-coupon CB to raiseUS$350m.
Similar to previous GDR listings, the firm has undergone a long drawn out process prior to launching the deal, having to jump through a number of board/shareholder/regulatory approval loops.
In this note, we run the deal through our ECM framework and comment on deal dynamics.


WT Micro GDR Offering - Slightly Larger Deal to Digest, Discount Mostly in Line With Recent Deals

China

Huawei Technologies Co., Ltd. provides networking products and telecommunication solutions. The Company researches and develops internet access, transmission network, servers, storage, security, and other networking products. Huawei Technologies also offers business consulting, network integration, assurance, managed, learning, and global delivery services.

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Huawei Technology (40978Z CH)

Taiwan AI Conference Slides, Nvidia Fraud Hoax, Huawei, ARM IPO, and Intel

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Fabricated Knowledge

CX Daily: Chinese Medicine Injections Face Rigorous Regulation for the First Time

TOP STORIES Cover Story: Chinese Medicine Injections Face Rigorous Regulation for the First Time The deaths first surfaced in a scattering of...

Caixin Global

CX Daily: Chinese Carmakers Shift to ‘Asset-Light’ Models in Overseas Expansion

TOP STORIES In Depth: Chinese Carmakers Shift to ‘Asset-Light’ Models in Overseas Expansion Chinese carmaker Geely is betting that an...

Caixin Global

CX Daily: The AI Boom’s Unsettling Paradox

TOP STORIES Cover Story: The AI Boom’s Unsettling Paradox A surge in generative AI has supercharged the technology sector in the United States,...

Caixin Global

WT Micro GDR Offering - Slightly Larger Deal to Digest, Discount Mostly in Line With Recent Deals

WT Microelectronics (WT Micro) is looking to raise up to US$393m, selling 90m shares (18m GDRs) via a GDR offering. It is also selling a two-year...

Akshat Shah

Price Gauge

52-week Range

Market Cap (USDm)

P/E

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