Suzhou Novosense A/H Lockup Expiry - US$225m Lockup Release but Primarily Owned by SOE Fund
Suzhou Novosense Microelectronics (2676 HK), an analog chips producer, raised around US$285m in its H-share listing. The lockup on its cornerstone ...
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Aequitas: SpaceX IPO - Valuations - Now for a Bite of Reality - Retail Euphoria, Index Buying...
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 talk about the retail frenzy,...
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Korea Stock Market Monthly Recap #36 (May 2019)
The top 10 events impacting the Korean stock market, economy, & politics in May were as follows: US GOVERNMENT PRESSURES KOREAN GOVERNMENT TO...
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Aequitas: SpaceX IPO - Fundamental Thoughts on Valuation
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 take a fundamental look at...
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The Semiconductor Review August 2018
From China's YMTC making a splash a the annual Flash Memory Summit with its reveal of a new "Xtacking" approach to building 3D NAND to Huawei...
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