Aequitas: SpaceX IPO - Space - The Breakthrough Segment but with Low/No Growth
SpaceX (SPCX US), an Elon Musk led Space to AI company, aims to raise around US$75bn in its US IPO. In this note, we look at its ground breaking...
183 Views
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...
184 Views
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...
706 Views
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.
385 Views
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...
312 Views