Asia Pac ECM and Index Rebal, Shenton Research

Ke Yan, CFA, FRM

An inquisitive investment analyst with background in both finance and computing. Covering ECM research, biotech, market data analytics.

Asia Pac ECM and Index Rebal

This Week in AI (Apr 19-25): GPT-5.5 Comes After Opus 4.7; Deepseek V4 After Long Wait

This Week in AI (Apr 26-May 2): China Blocks Manus Deal; Anthropic at $900bn

This Week in AI (May 3-9): Anthropic/OpenAI Deployment Co; China's National Team into DeepSeek

This Week in AI (Mar 29 – Apr 4): OpenAI Pre-IPO $122bn Fundraising; Zhipu Results; Google Gemma 4

This Week in AI (Mar 22-28): Anthropic/Moonshot Eyeing IPOs; TurboQuant Rattles Memory Stocks

This Week in AI (Mar 15-21): Jensen Huang Endorses OpenClaw; MiniMax/Zhipu New Model

Asia Pac IPO & Placement Research, China Biotech

DZT Research

DZT Research is an independent Asia Pacific equity specialist. Our quantitative research covers index rebalancing flows, alongside exchange data analytics accross Asia Pacific. On the equity capital markets side, we focus on Asia Pacific ECM, especially biotech and TMT. Our lead analyst is frequently cited by international media.

Equity Bottom-Up

<ul>
<li>We tracked AI models, infrastructure, and capital markets this week: a leaked OpenAI memo reopens the Anthropic-vs-OpenAI revenue debate ahead of both listings.</li>
<li>Claude Opus 4.7 shipped and continues Opus 4.6's top SWE-bench Pro position, with a silent API price lift via a new tokenizer; OpenAI lost three senior executives.</li>
<li>Cerebras filed publicly for a Nasdaq IPO; DeepSeek opened its first external fundraise; SenseTime placed HK$32bn; Stepfun restructured to list in Hong Kong.</li>
</ul>


We tracked AI models, infrastructure, and capital markets this week: a leaked OpenAI memo reopens the Anthropic-vs-OpenAI revenue debate ahead of both listings.
Claude Opus 4.7 shipped and continues Opus 4.6's top SWE-bench Pro position, with a silent API price lift via a new tokenizer; OpenAI lost three senior executives.
Cerebras filed publicly for a Nasdaq IPO; DeepSeek opened its first external fundraise; SenseTime placed HK$32bn; Stepfun restructured to list in Hong Kong.


This Week in AI (Apr 12-18): Anthropic/OpenAI Rivalry Intensifies; Opus 4.7; Cerebras IPO Filing