Aequitas: Quanta Computer Inc GDR Early Look - Another Well Flagged US$2.7bn GDR Offering
Quanta Computer Inc. (2382.TT) is looking to raise around US$2.7bn in its upcoming GDRs offering. On 26th Feb 2026, it announced its board’s...
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Semiconductor Silicon Wafers- Global Supply, Demand & Pricing Review Q2 2018
Silicon wafers are the basic building blocks and a critical supply-chain component underpinning a global semiconductor industry which clocked up...
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SUMCO Q1 FY2026. Largely As Expected. Share Price Correction Underway, Also As Expected.
Q2 FY2026 revenue guidance is ¥112 billion, up ¥10.6 billion sequentially, with the operating loss narrowing to ¥2.5 billion. AI-related demand for...
111 Views
Aequitas: Alchip Technologies GDR Early Look - Strong Stock Momentum Ahead of Upcoming GDR Issue
Alchip Technologies (3661.TT) is looking to raise around US$1bn in its upcoming GDR offering. On 6th Mar 2026, AT announced its board’s resolution...
168 Views
EM Strategy: Overweight Technology, Energy, and Health Care.
EM equities remain long-term leadership despite giving up some ground over the last month to developed markets. Given the intact relative strength...
423 Views