AI Infrastructure: Value Shifts to the Server Board Level
Re-sharing as recent AI infrastructure spending and deployment trends continue to reinforce the discussion around where value capture is becoming...
377 Views
Aequitas: CIG Shanghai Placement - Another Opportunistic Raising, Last One Did OK.. For a While
CIG Shanghai (6166 HK) is looking to raise around US$250m from a primary share placement, along with US$500m via a CB issuance.
108 Views
Aequitas: Orbbec A/H Listing - Track Record Isn’t Great but Robovision Outlook Is Bright
Orbbec (688322 CH), a 3D visual perception solutions provider, aims to raise around US$300m in its H-share listing. In this note, we look at the...
86 Views
Aequtias: Linktel Technologies A/H Listing -Growing Fast but Still a Small Player
Linktel Technologies (301205 CH), an optical transceiver provider, aims to raise around US$300m in its H-share listing. In this note, we talk about...
85 Views
South Korea's National Assembly Ready to Finally Approve the Cornerstone System for IPOs
South Korea's National Assembly Political Affairs Committee held a Bill Review Subcommittee meeting and passed the amendment to the Capital Markets...
236 Views