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

China Optoelectronics: Powering AI's Voracious Bandwidth Needs

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

Wuxi Taclink Optoelectronics Technology / Equity Bottom-Up

Wuxi Taclink Optoelectronics Technology (688205 CH)

<ul>
<li>We met with the management from Wuxi Taclink recently. The company is a STAR-listed stock with a focus on telecom/datacom products.</li>
<li>The company is shifting from telecom transmission into DCI/datacom, where Access &amp; Data revenue grew rapidly in 2025.</li>
<li>Wuxi and Thailand capacity release must translate into high-end DCI and TFLN transceiver orders at better margins.</li>
</ul>


We met with the management from Wuxi Taclink recently. The company is a STAR-listed stock with a focus on telecom/datacom products.
The company is shifting from telecom transmission into DCI/datacom, where Access &amp; Data revenue grew rapidly in 2025.
Wuxi and Thailand capacity release must translate into high-end DCI and TFLN transceiver orders at better margins.


Wuxi Taclink Company Meeting Takeaway - From Telecom to Datacom