Korea Investment Partners - A Home Run Investment in Anthropic
Korea Investment Partners (KIP) has made a home run investment in Anthropic. Korea Investment Holdings Co, Ltd. (071050 KS) owns a 100% stake in...
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Aequitas: Alibaba Placement - US$10bn Raising, Relatively Ok Size, Index Flows
Alibaba (9988 HK) is looking to raise around US$10bn to fund its AI spending. In this note, we talk about the deal dynamics.
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MHI's NVIDIA Liquid Cooling Collaboration and DEC26 Options: Monetizing the AI Power Surge
MHI has seen some ups and downs recently with the market, but could be at the start of a new trend given its new ventures in AI, and continued...
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FT States Anthropic Is Planning an IPO at $2T+ Valuation: Buy the Rumor, Sell the News & Market Top?
According to Financial Times, Anthropic is preparing to complete an IPO of $2 trillion or more in October 2026, which would be the largest IPO in...
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Aequitas ECM Weekly (10 August 2026)- HK Trip Notes, Innolight, Shein, Manipal, Leap, LIC, Bizlink
Aequitas Research's weekly update on the IPOs, placements, lockup expiry and other ECM linked events that were covered by the team over the past week.
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