Goodman Group Placement - Large Deal, Doesn’t Seem Well Flagged, Not Particularly Exciting
Goodman Group (GMG AU) is looking to raise around US$2.5bn to partly fund its data centre expansion plans. In this note, we talk about the deal...
872 Views
JX Advance Metals Pre-IPO - The Negatives - Isn't There Yet
JX Advance Metal’s (JXAM) parent, ENEOS Holdings (5020 JP), is looking to raise US$2.6bn in its Japan IPO. In this note, we talk about the not-so...
659 Views
Episode 105: Sanity Check on Custom ASICS?
The episode delves into the debate between custom ASICs and GPUs in the tech industry, highlighting the benefits and drawbacks of each while...
518 Views
Hexaware Technologies IPO Trading - Very Strong Anchor, Very Poor Overall
Hexaware Technologies raised around US$1bn in its India IPO, while its anchor book was strong, overall coverage was not.
1.4k Views
JX Advance Metals Pre-IPO - The Positives - Transforming
JX Advance Metal’s parent, ENEOS Holdings (5020 JP), is looking to raise around US$2.6bn via selling some of its stake in JXAM's Japan IPO. In this...
1.8k Views