TME – Miss on Revenue and Margins; Earnings Continue to Remain Under Pressure
Revenue and OP fell below consensus and online music revenue declined YoY for the first time in 1Q22. Having given up on exclusive music licensing...
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ECM Weekly (9th May 22) - LIC, Campus, Rainbow, Delhivery, Shieldus, Yunkang, PAG, Keep, Air NZ
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
352 Views
PAG Pre-IPO - The Negatives - Planned Reorg Doesn't Sound Great
PAG aims to raise around US$2bn via its Hong Kong IPO. In this note, we talk about the not so positive aspects of the deal.
569 Views
PAG Pre-IPO - The Positives - Past Record Has Been Decent
PAG aims to raise around US$2bn via its Hong Kong IPO. PAG is an alternative investment firm with APAC focus and US$50bn AUM.
542 Views
GEM Weekly (29 Apr 2022): South Korean GDP; NetEase, Tencent Music, SK Hynix, Baidu, Wipro
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
375 Views