China Optoelectronics: Powering AI's Voracious Bandwidth Needs
​A-Share optoelectronics dominate merchant optical transceivers market; AI driving Big-5 hyperscaler capex to US$790bn in 2026, module leaders...
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Aequitas ECM Weekly (27 July 2026)- Innolight, SBI, Tier IV, Indo-MIM, Gcash, Archion, SinoTruck
Aequitas Research's weekly update on the IPOs, placements, lockup expiry and other ECM linked events that were covered by the team over the past week.
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A-Share Margin Trading Weekly (Jul 24th): PING AN INSURANCE, EAST MONEY INFORMATION, ZTE, MONTAGE
We analyzed A-share margin trading positions report for the past week and highlighted PING AN INSURANCE, QINGDAO HUICHENG ENVIRONMENTAL TECHNOLOGY,...
135 Views
Pre-IPO Ligent Technologies - About the Business and the Outlook
​Ligent's business model relies on "full-stack capability" but struggle with low margins.Strategic value in vertical layout help turnaround, but...
180 Views
Zhongji InnoLight (3308 HK) IPO: Assessing the Valuation
​Zhongji InnoLight's IPO seeks HK$54.5bn, with strong growth projections. Priced at a 17.7% HA discount, there is potential for 21.5% upside if we...
397 Views