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 (Jul 26-Aug 1): DeepSeek V4 Flash, OpenAI Cuts Luna Prices

This Week in AI (Aug 2-8): MiniMax H3 Led Video AI; DeepSeek Raises Price and Resumes Funding

This Week in AI (Aug 9-15): DeepSeek Hikes V4 Prices; Anthropic Shows Profit Before Listing

This Week in AI (Jul 12-18): Grok 4.5 and Kimi K3; Zhipu Hits $1bn ARR as Anthropic Readies IPO

This Week in AI (Jul 5-11): GPT-5.6 Undercuts Fable 5; MiniMax and Zhipu Placement; SK Hynix IPO

This Week in AI (Jun 29-Jul 5): Fable 5 Returns After GPT-5.6 Preview; Meta Sells Compute

Asia Pac IPO & Placement Research, China Biotech

Shenton Research

Shenton 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.

Thematic (Sector/Industry)

<ul>
<li>We tracked AI models, infrastructure, and M&amp;A this week: Anthropic launched Opus 5, Moonshot moved toward pre-IPO funding, and Alibaba shipped Qwen3.8.</li>
<li>China coverage grouped Qwen3.8, Kimi funding, Zhipu compute and SenseTime capacity, with policy items separated into MOFCOM and MIIT updates.</li>
<li>Infrastructure and funding updates covered AMD, Nvidia, TSMC, Atoms, Mistral, Etched, 01.AI, PsiBot and GigaAI.</li>
</ul>


We tracked AI models, infrastructure, and M&amp;A this week: Anthropic launched Opus 5, Moonshot moved toward pre-IPO funding, and Alibaba shipped Qwen3.8.
China coverage grouped Qwen3.8, Kimi funding, Zhipu compute and SenseTime capacity, with policy items separated into MOFCOM and MIIT updates.
Infrastructure and funding updates covered AMD, Nvidia, TSMC, Atoms, Mistral, Etched, 01.AI, PsiBot and GigaAI.


TSMC (Taiwan Semiconductor Manufacturing) (TSM US)

TSMC (Taiwan Semiconductor Manufacturing)

This Week in AI (Jul 19-25): Opus 5 and Qwen 3.8 Launches; Kimi Targets a Pre-IPO After K3 Release