SBI Sumishin Net Bank Pre-IPO - Peer Comparison - One of the Largest but Also One of the Slowest
SBI Sumishin Net Bank (SSNB) will be looking to raise around US$1.1bn in its upcoming IPO. In this note we undertake a peer comparison with some of...
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ECM Weekly (27th Feb 2022) - LIC, SBI Sumishin, Farm Fresh, Yunkang, Shanghai Pulse, Jinmao, IDP Edu
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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GEM Weekly (25 Feb 2022): Thailand and South Korea Macro; Alibaba, Ant, Tencent, Indian IT, Lazada
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
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Alibaba: A Long Way Down Already and a Lot More to Go
Even though shares are down more than 65% from the peak, we feel there’s a lot more downside to Alibaba over the medium term as the company’s cash...
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Softbank Group - Alibaba Remains the Key Share Price Driver as VF Diversification Stalls
Vision Fund, ARM and buybacks have grabbed headlines but Alibaba's share price has been the best predictor for Softbank's value, particularly over...
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