2025 High Conviction: AI Chip Spend Slows
AI spending is driving strong semiconductor growth today, but see why hyperscale spending, like 2000's Internet Bubble, is approaching an overbuilt...
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Energy Transition Requires Betting Big on Nuclear Starting Small with SMRs
SMRs are critical to energy transition. Not new. Just not deployed at scale yet. Keen to secure exposure to nuclear power industry. Tread...
493 Views
Aequitas: Hosin Global Electronics Pre-IPO - Current Strong Earnings Growth Might Not Last
Hosin Global Electronics (HGE) is looking to raise at least US$500m in its upcoming Hong Kong IPO. In this note, we look at the company's past...
124 Views
CrossASEAN Ground Zero - Bukalapak, Astra International, OhHaju, and Sea Ltd
This week we look at Bukalapak, as Emtek increases its direct stake, Astra's latest healthcare push into cardiology, and Ohhaju (OKJ TB),...
766 Views
Big Tech Faces Record Fines, Antitrust Scrutiny, and Major Revenue Threats [Regulations Part 4]
Apple, Meta, and Google are navigating heightened regulatory pressure, facing massive fines, antitrust lawsuits, and forced changes to their...
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