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...
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Global Telecom Towers: How Does the China Tower IPO Stack Up? Hint... Not Very Well.
With China Tower 's (1409417D HK) IPO in the offering period Chris Hoare wanted to compare it on a global Towerco comparison. We have written about...
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Fed Ignores EM Pain, as Dollar Rally Accelerates…
The Fed has reiterated its tightening path, despite pleas from EM central bankers and warnings from Ben Bernanke that the US economy is heading...
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Dollar Bears Focus on Twin Deficits, as China Fears Imply Software Led 5G Rollout
US twin deficits have for the first time since 2004/5 become a focus for FX markets, fearing that a late cycle fiscal expansion will push combined...
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Global Telecoms: Wireless Supply and Demand Compared. Huge Variations in Network Stress
We have looked at wireless supply and demand for 92 operators in 25 countries (but the focus here is largely on Asian markets). The various...
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