Aequitas: SpaceX IPO - Space - The Breakthrough Segment but with Low/No Growth
SpaceX (SPCX US), an Elon Musk led Space to AI company, aims to raise around US$75bn in its US IPO. In this note, we look at its ground breaking...
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Aequitas: SpaceX IPO- A Lighthearted Take on Some of the Claims - Grok Speaks the Truth on Valuation
SpaceX (SPCX US), an Elon Musk led Space to AI company, aims to raise around US$75bn in its US IPO. This note is a lighthearted look at some of the...
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Alibaba's CaiNiao Takes Stake in Robovan Maker ZelosTech | Who Is ZelosTech, Why Does Deal Matter?
Last week came news that Alibaba's logistics arm, CaiNiao, had taken a minority stake in autonomous "robovan" maker ZelosTech. In this insight we...
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Aequitas 2025 IPOs and Placements Performance Review - HK Breached COVID Peak, India Flow Strong
2025 marked our tenth year covering Equity Capital Markets (ECM) in Asia Pacific. In 2025, IPO volumes were driven by a strong rebound in HK, while...
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Hyperscalers’ Cloud Revenue and Capex Update
​Hyperscalers' revenues and cloud revenues are accelerating from 1Q25, Capex set to increase significantly in the coming years.
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