Singtel: Demand Surge
Sentiment turns for Singtel after a raft of opening positions among Asia Ex-Japan active managers. Follows rotation into broader Singapore market...
459 Views
GoTo IPO Lockup Expiry - US$13bn Lockup Release or in Other Words, the Real IPO
In Mar 2022, GoTo raised around US$1bn from what was essentially a domestic Indonesian IPO. Its pre-IPO shareholders will be released from their...
666 Views
Tweedy, Browne Fund Q3 2022 Commentary
Tweedy, Browne Company LLC provides investment advisory services. The Company offers portfolio management, financial planning, and consulting...
280 Views
I-Tail Corporation IPO - Blowout 3Q22, Revised Earnings, Updated Thoughts on Valuation
I-Tail, an OEM in the wet pet food category, aims to raise around US$600m in its Thailand IPO. It is a subsidiary of Thai Union Group. In this...
452 Views
Fusion Micro Finance IPO Trading - Weak Demand Seems Justified
Fusion Micro Finance Ltd (1053199D IN) raised approximately US$134m in its India IPO. In this note, we talk about the demand for the deal and the...
275 Views