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

Huawei’s “Tau Scaling Law” and “LogicFolding”. Desperation, A Genuine Breakthrough Or Both?

From Token Maxxing To Token Rationing In Just Three Months. What's Going On?

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 M&amp;A this week: Anthropic withheld Claude Mythos from public release and launched a 12-partner cybersecurity consortium.</li>
<li>Zhipu's GLM-5V-Turbo achieved SWE-Bench Pro SOTA on Huawei Ascend chips; DeepSeek targets late-April V4 launch on domestic silicon.</li>
<li>Broadcom secured a $21bn/$42bn custom TPU deal with Google and Anthropic; Cerebras targets $22-25bn Nasdaq IPO.</li>
</ul>


We tracked AI models, infrastructure, and M&amp;A this week: Anthropic withheld Claude Mythos from public release and launched a 12-partner cybersecurity consortium.
Zhipu's GLM-5V-Turbo achieved SWE-Bench Pro SOTA on Huawei Ascend chips; DeepSeek targets late-April V4 launch on domestic silicon.
Broadcom secured a $21bn/$42bn custom TPU deal with Google and Anthropic; Cerebras targets $22-25bn Nasdaq IPO.


This Week in AI (Apr 5-11): Anthropic's Mythos Is Too Dangerous; Zhipu Tops Bench on Huawei Chips

Z.AI

This Week in AI (Apr 5-11): Anthropic's Mythos Is Too Dangerous; Zhipu Tops Bench on Huawei Chips