Ecopro Materials IPO - Thoughts on Valuation - Needs a Margin of Safety
EcoPro Materials (ECO123 KS) is looking to raise up to US$500m in its Korean IPO. In this note, we will share our thoughts on valuation.
358 Views
Doosan Robotics IPO Trading - Strong Insti Subscription Rates but Still Feels like a Punt
Doosan Robotics (454910 KS) raised around US$318m in its Korea IPO, after pricing its IPO at the top end of the range at KRW26,000/share.
439 Views
Ecopro Materials IPO - Peer Comparison - Doesn't Particularly Stand Out
EcoPro Materials (ECO123 KS) is looking to raise up to US$500m in its Korean IPO. In our previous note, we covered the company’s performance. In...
355 Views
Doosan Robotics IPO - Updated Thoughts on Valuation - Sentiments Going Out of Control
Doosan Robotics (454910 KS) is looking to raise up to US$318m in its Korean IPO. In this note, we share our updated thoughts on valuation.
533 Views
Smartkarma Originals
APAC Insurers Series (#3): Initial Theses At Different Stages of Being Played Out
Theses for the three insurers we highlighted are at different stages of being played out: PICC P&C's has most materialized while Pru's still has a...
944 Views