Pre-IPO RoboTechnik Intelligent Technology (A/H Listing)- It Will Take Time to Get Out of the Trough
​RoboTechnik face a turning point with a gap between traditional PV business and SiPh expansion. There's profit trough in 2026 before explosive...
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Sungho Electronics - Significantly Undervalued Vs RoboTechnik's Recent IPO in Hong Kong
With the acquisitions of ADST, Sungho Electronics should now be viewed as a niche global leader in the optical module alignment equipment used in...
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Co-Packaged Optics 101: The Future of High-Density AI Interconnects
The copper wall is here. Above ~200Gbps per lane, copper can no longer carry signals more than a few metres without prohibitive power and...
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Robotechnik Intelligent Te-A (300757 CH): Synthetic Expert Call Transcript (14 Jul 2026)
ficonTEC’s competitive moat is concentrated in sub-micron active alignment and specialized double-sided 3D CPO testing (DLT-D1), commanding a...
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Aequitas: Robotechnik A/H Listing - Pivot Towards Higher Margin SiPh Equipment
Robotechnik, aims to raise up to US$1bn in its H-share listing. In this note, we look at its past performance and other deal dynamics that might...
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