Goodman Group Placement - Large Shareholder Looking to Raise US$1.2bn but Discount Is Tight
CIC is looking to raise around US$1.2bn, via selling around 2.6% of its stake in Goodman Group (GMG AU) , via a block trade. In this note, we run...
483 Views
DigiCo Infrastructure REIT IPO - Looks Decent - After All the Adjustments
DigiCo REIT (DIGICO AU) is looking to raise around US$1.3bn in its Australian IPO. In this note, we look at the company's valuations.
781 Views
Kioxia IPO - Should Price at the Top, Though Peers Are Still Correcting
Kioxia Holdings (285A JP) is aiming to raise around US$840m (including over-allocation) in its Japan IPO. In this note, we talk about the IPO pricing.
536 Views
Kioxia Pre-IPO - Thoughts on Valuations
At the final price range kioxia still offers enough upside even from the top-end, even after we apply a discount to its valuation versus its listed...
587 Views
SHEIN and Temu: Higher Tariffs Under 2nd Trump Admin an Additional Threat Beyond "De Minimis" Reform
Despite noise from the new US administration regarding additional tariffs on imported Chinese goods, the bigger threat to SHEIN and Temu remains...
337 Views