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...
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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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Samsung Electronics - Pays Out Special Dividend & Consensus Likely to Raise DPS by 30%+ for 2026
Consensus DPS forecast of 3,291 won for Samsung Electronics in 2026 appears to be too low. I expect the consensus to raise the DPS forecast by 30...
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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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