Aequitas: BIWIN Storage Technology A/H Listing - Strong Memory Revenue Growth but Low Market Share
Biwin Storage Technology (688525 CH) (BST), focuses on the R&D, design, packaging, testing, production, and sales of semiconductor memory, and aims...
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Aequitas: SpaceX IPO - No Surprises, Watch the Lockup Roll Offs
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 talk about the pricing and...
171 Views
Aequitas: SpaceX IPO - Valuations - Now for a Bite of Reality - Retail Euphoria, Index Buying...
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 talk about the retail frenzy,...
179 Views
Aequitas: SpaceX IPO - Fundamental Thoughts on Valuation
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 take a fundamental look at...
161 Views
NVIDIA Q1 FY27: The Numbers Are Immaculate, but the Balance Sheet Has Questions
GAAP EPS boosted by unrealised gains on AI stakes, NVIDIA faces supply constraints on raw materials and potential revenue ceiling from CoWoS-L...
105 Views