Head of Research, IPOs & Placements, Aequitas Research

Sumeet Singh

Head of Research, 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

<ul>
<li>
<a href="https://www.smartkarma.com/entities/space-exploration-technologies-corp-spacex" target="_blank" data-smartkarma-citation="entities:33284:1" rel="noopener">SpaceX (SPCX US)</a>, an Elon Musk led Space to AI company, aims to raise around US$75bn in its US IPO.</li>
<li>SpaceX is set to be the largest IPO ever. It will also probably end up being one of the most controversial ones given the asking valuations and other worldly promises.</li>
<li>In this note, we talk about the company background and its ground breaking space segment.</li>
</ul>



SpaceX (SPCX US), an Elon Musk led Space to AI company, aims to raise around US$75bn in its US IPO.
SpaceX is set to be the largest IPO ever. It will also probably end up being one of the most controversial ones given the asking valuations and other worldly promises.
In this note, we talk about the company background and its ground breaking space segment.


Aequitas: SpaceX IPO - Space - The Breakthrough Segment but with Low/No Growth

<ul>
<li>
<a href="https://www.smartkarma.com/entities/space-exploration-technologies-corp-spacex" target="_blank" data-smartkarma-citation="entities:33284:1" rel="noopener">SpaceX (SPCX US)</a>, an Elon Musk led Space to AI company, aims to raise around US$75bn in its US IPO.</li>
<li>SpaceX is set to be the largest IPO ever. It will also probably end up being one of the most controversial ones given the asking valuations and other worldly promises.</li>
<li>We will undertake our more serious analysis in the coming days. This note is a lighthearted look at some of the other worldly claims and Grok’s view on SpaceX valuation.</li>
</ul>



SpaceX (SPCX US), an Elon Musk led Space to AI company, aims to raise around US$75bn in its US IPO.
SpaceX is set to be the largest IPO ever. It will also probably end up being one of the most controversial ones given the asking valuations and other worldly promises.
We will undertake our more serious analysis in the coming days. This note is a lighthearted look at some of the other worldly claims and Grok’s view on SpaceX valuation.


Aequitas: SpaceX IPO- A Lighthearted Take on Some of the Claims - Grok Speaks the Truth on Valuation

Semiconductor & Technology Specialist, Ingenuity

William Keating

Semiconductor & Technology Specialist

Ingenuity

Our focus is exclusively on in-depth research & consulting in the broader semiconductor industry. We focus on the key players, namely Intel, Micron, Qualcomm, Apple, Samsung, NVIDIA, AMD, TSMC & Global Foundries - as well as some of the lesser known, but nonetheless critical, companies such as ASML (for EUV), Mellanox, Cavium, Xilinx etc. We specialise in their products, roadmaps, process technologies, competitive advantages & threats etc. We also help our clients understand the implications of new and emerging technologies, e.g. 3D X-Point, 3D NAND, Carbon Nanotubes, Autonomous Driving, Graphene, Silicon Photonics, Wafer-Level Optics, Artificial Intelligence, FPGA, GPU, ASIC etc. 

Semiconductor Analysis & Research

Equity Bottom-Up

<ul>
<li>Amazon’s discovery of a Fable 5 jailbreak led to swift U.S. export bans on foreign nationals, forcing Anthropic to pull its flagship models entirely offline.</li>
<li>The severe federal intervention highlights the immense risk of relying on centralized U.S. cloud providers, pushing foreign governments to rapidly fund domestic, sovereign AI infrastructure</li>
<li>Heavy-Handed software export controls will likely backfire on the administration by driving global enterprises and developers toward resilient, unrestricted open-source alternatives, such as those from China</li>
</ul>


Amazon’s discovery of a Fable 5 jailbreak led to swift U.S. export bans on foreign nationals, forcing Anthropic to pull its flagship models entirely offline.
The severe federal intervention highlights the immense risk of relying on centralized U.S. cloud providers, pushing foreign governments to rapidly fund domestic, sovereign AI infrastructure
Heavy-Handed software export controls will likely backfire on the administration by driving global enterprises and developers toward resilient, unrestricted open-source alternatives, such as those from China


Anthropic's Latest Misstep Is A Game Changer For Sovereign & Open Source AI

Private Markets, Angel and Secondary Investing, Sacra

Sacra

Private Markets, Angel and Secondary Investing

Bringing transparency to private markets so investors, founders, and employees can build on conviction. Sacra delivers deeply researched insights on the private companies shaping tomorrow's markets. By surfacing the data, context, and operator perspective that are missing from private markets today, we help secondary buyers and sellers price equity accurately and unlock liquidity for the people building these businesses.

Private Capital Markets

<ul><li>The biggest product gap is memory and context: Cowork starts every session fresh, the context an agent needs is scattered across NotebookLM, Drive, Perplexity, the CRM, and Gong.</li><li>Slack has been really good at working with Claude. It&#39;s basically a Slack API for Claude—Claude Code within Slack.</li><li>You need a context file—an MD file with the role, the brand, the voice, the goals—in the project folder every session so it already starts with that context.</li></ul>

The biggest product gap is memory and context: Cowork starts every session fresh, the context an agent needs is scattered across NotebookLM, Drive, Perplexity, the CRM, and Gong.Slack has been really good at working with Claude. It&#39;s basically a Slack API for Claude—Claude Code within Slack.You need a context file—an MD file with the role, the brand, the voice, the goals—in the project folder every session so it already starts with that context.

Head Of Product Marketing At SaaS Startup On Automating Product Marketing With Claude Cowork

<ul><li>A non-engineer who runs trust, safety, and support ships production code multiple times a day through Claude on Cursor, and the thing that unlocks it is deep knowledge of the company's data tables and models rather than coding ability, collapsing a multi-week roadmap process into about an hour for changes like KYC modals.</li><li>Cowork runs as an autonomous EA that consolidates Gmail and Slack into daily reports and action items, with workflows like a payments-partner request tracker updating a shared spreadsheet automatically at 8 AM every day once a one-week testing period confirms it catches everything.</li><li>The autonomy boundary is drawn by reversibility and accountability: internal, low-stakes actions like posting Slack summaries and updating trackers run automatically, but external partner emails and anything touching compliance, security, or money movement always keep a human in the loop because you can't hold an AI accountable.</li></ul>

A non-engineer who runs trust, safety, and support ships production code multiple times a day through Claude on Cursor, and the thing that unlocks it is deep knowledge of the company's data tables and models rather than coding ability, collapsing a multi-week roadmap process into about an hour for changes like KYC modals.Cowork runs as an autonomous EA that consolidates Gmail and Slack into daily reports and action items, with workflows like a payments-partner request tracker updating a shared spreadsheet automatically at 8 AM every day once a one-week testing period confirms it catches everything.The autonomy boundary is drawn by reversibility and accountability: internal, low-stakes actions like posting Slack summaries and updating trackers run automatically, but external partner emails and anything touching compliance, security, or money movement always keep a human in the loop because you can't hold an AI accountable.

Operations At Whop On Using Claude To Ship Product & Automate Ops

United States

Anthropic, PBC operates as an AI safety and research company. The Company builds reliable, interpretable, and steerable AI systems. Anthropic serves customers in the United States.

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Anthropic (1892140D US)

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...

Sumeet Singh

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...

Sumeet Singh

Anthropic's Latest Misstep Is A Game Changer For Sovereign & Open Source AI

Heavy-handed software export controls will likely backfire by driving global enterprises & developers toward resilient, unrestricted open-source...

William Keating

Head Of Product Marketing At SaaS Startup On Automating Product Marketing With Claude Cowork

Which tools do you use regularly, and which have you tried between Claude Cowork and OpenAI's Codex...

Sacra

Operations At Whop On Using Claude To Ship Product & Automate Ops

Which tools do you use regularly, and which have you tried between Claude Cowork and OpenAI's Codex app...

Sacra

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