ECM Weekly (2nd Apr 2023) - Meituan, Rakuten Bank, SBI, Merdeka, ZJLD, Trial Hol, DPC, WCP, MLT
Aequitas Research 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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Another Block Deal Sale of Samsung SDS by the Lee Family to Pay for Inheritance Taxes
Lee Seo-Hyun is selling her 1.51 million shares of Samsung SDS in a block deal to pay for inheritance taxes. We would avoid this deal.
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Global Emerging Markets: Reporting Season Summary, 4Q2022
In this quarterly insight, we analyse recent GEM reporting trends with reference to Sales and EPS growth, size and percentage of positive...
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Clarifying Market's Inaccurate Constituent Change Forecast in K200 Rebalancing with GICS Revision
This post clarifies the market's inaccurate constituent change forecast on the upcoming KOSPI 200 rebalancing in June with the GICS revision,...
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Micron Calls FY23Q2 Trough But More Pain Still To Come
On the FY23Q2 earnings call last night, Micron pegged it as their trough quarter while taking a $1.4 billion hit on inventory write-down. A further...
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