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...
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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...
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Hyperscalers’ Cloud Revenue and Capex Update
​Hyperscalers' revenues and cloud revenues are accelerating from 1Q25, Capex set to increase significantly in the coming years.
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Tactical Alert: Undervalued Stocks Poised to Rally This Week
​China Mobile (941 HK) and Meta (META US) are both oversold according to our quantitative models, with China Mobile showing a bullish pattern...
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