Aequitas: Wistron Corp GDR - Another Well Flagged US$1.5bn GDR, Similar to Its Previous Offering
Wistron Corp (3231 TT) is raising around US$1.5bn, selling 250m shares via a GDR offering. In this note, we run the deal through our ECM framework...
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Wistron Corp (3231 TT): Synthetic Expert Call Transcript (26 Aug 2026)
GDR Financing Driven by Working Capital Intensity: Wistron’s upcoming $1.4bn GDR (up to 250 million shares, approved August 4, 2026) is...
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Early Sign of AI GPU Market Inflection Point?
Early Sign of AI GPU Market Inflection Point? We see this lead time cut news short term positive but long term negative to AI GPU supply chain...
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What to Avoid if AI Server Will Continue to Squeeze General Server Market in 2024-2025?
Names to Avoid if AI Server Will Continue to Squeeze General Server Market in 2024-2025? Different from consensus, we expect non AI server market...
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From Nvidia Results to See Supply Chain Stories?
From Nvidia Results to See Supply Chain Stories? Post 35% price gain in a quarter, many good news already factored into the share price. We...
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