Top Foundries See Cut in Automotive Industry Wafer Sales, Implications
Top foundries see worse than expected automotive wafer sales, implying more automotive supply chain members are going to miss earnings expectation...
1.1k Views
LG Energy - Quick Thoughts on US$2bn EB Offering by Parent
LG Chem Ltd (051910 KS) aims to raise around US$2bn via offering 2028 and 2030 puttable USD exchangeable bonds for LG Energy Solution (373220 KS)...
738 Views
CATL IPO Lockup - US$5.3bn Lockup Release, with H-Shares at Significant Premium to A-Shares
CATL (3750 HK) raised around US$5.2bn in its H-share listing in May 2025. The lockup on its cornerstone investors is set to expire soon.
1k Views
WeRide Secondary HK Offering - Is Relatively Cheaper but Lacks Momentum
WeRide (WRD US) plans to raise around US$350m in its secondary listing in Hong Kong. In this note, we talk about the deal dynamics.
735 Views
Pony AI Secondary HK Offering - Stock Has Been Volatile, a Look at Possible Trading Setup
Pony AI (PONY US) plans to raise around US$1bn in its secondary listing in Hong Kong. In this note, we talk about the deal dynamics and possible...
820 Views