Socionext IPO - Ample Upside Even After Discount
Socionext (6526 JP) is looking to raise up to US$463m in its Japan IPO. In this note, we will look at the updated deal dynamics, our earlier...
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3 Major Reasons Why Samsung and KOSPI Are Outperforming Other Global Peers & Country Equity Indices
Three reasons why Samsung is outperforming global peers such as Apple and TSMC may due to a potential war in Taiwan, COVID lockdown in Shanghai,...
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ECM Weekly (13th Mar 2022)-Arrail, Aquila, Propguru, Ferretti, Jinmao, Nio, Fabindia, Hyu Hvy, Cosmo
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
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Japanese Govt May Provide Several Trillion Won in Subsidy to TSMC To Build A Semicon Plant in Japan
The Japanese government is planning to amend the law so that it can provide subsidies worth several trillion won to major semiconductor players...
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Parade Technologies (4966 TT) - Expensive Now, But Accumulate on Weakness Given Structural Positives
We provide a primer on Parade Technologies including an analysis in respect of where in the value chain it sits, in particular as a key display...
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