J&T Global Express Pre-IPO - PHIP Updates - Managed to Grow but Isn’t Sustainable Yet
J&T Global Express, a global logistics service provider, is looking to raise about US$500m in its upcoming Hong Kong IPO. In this note, we talk...
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Singapore - New Monthly B/S: Trade Finance Loans -24% YoY, Fixed Deposits +37% YoY at 50% of Total
New monthly balance sheets show trade finance loans -24% YoY, fixed deposits are +37% YoY and now account for 50% of total deposits, far more than...
389 Views
UOB - Weaker Credit | Struggling Cost Base | Moving to Trading | A Changing Face
UOB is struggling with operating costs far more than peers, partly from Citibank, partly from oil. Its credit costs are doubling. It is relying...
491 Views
ECM Weekly (1st Oct 2023) - Cainiao, J&T, Kokusai, Seoul Guarantee, Ecopro, Leapmotor, Bajaj Finance
Aequitas Reserach puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
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VNG Pre-IPO - Thoughts on Valuation
VNG (VinaGame) (VNG US), Vietnam’s leading internet platform, aims to raise up to US$300m in its US IPO. In this note, we talk about valuations.
452 Views