Aequitas: SpaceX IPO- A Lighthearted Take on Some of the Claims - Grok Speaks the Truth on Valuation
SpaceX (SPCX US), an Elon Musk led Space to AI company, aims to raise around US$75bn in its US IPO. This note is a lighthearted look at some of the...
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TSMC 1Q26: 66% Gross Margin Beat — What It Means for ASML, NVIDIA, MediaTek & 7 More
​Record gross margin beat and raised revenue guidance due to AI demand; supply constraints persist through 2027 with TSMC building new fabs; supply...
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Samsung Just Dropped Its Value-Up Filing: Key Highlights and This Year’s DPS Estimate
This post dives into Samsung’s just-released value-up filing, covering the key highlights and our estimate for this year’s DPS.
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Curator's Cut: Seoul Searching, Luxury Lulls & Getting Insurance for Portfolios
​Discover investment opportunities in South Korea, luxury rebound potential, and insurance sector insights in the latest Curator's Cut from...
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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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