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...
183 Views
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...
184 Views
Hyperscalers: Is AI Capex Too High? What’s AI Return on Investment?
financial data shows the AI Capex boom is boosting operating margins and cash flow for hyperscalers, but increasing Capex is putting mild pressure...
396 Views
GUC's 3nm Breakout Quarter Reveals How Taiwan's ASIC Leaders Are Capturing AI Chip Demand
TSMC affiliate GUC sees surge in revenue from hyperscaler custom silicon, driven by demand for custom AI chips from tech giants like Amazon and...
743 Views
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...
487 Views