ECM Weekly (8th Oct 2023) - Kokusai, J&T Global, Doosan, Cainiao, Ecopro, UBox, JSW Infra, Seibu
Aequitas Reserach 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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CALB IPO Lock-Up - US$2.6bn Lockup Release but Mostly SOE Owned
CALB Group (3931 HK) raised around US$1.2bn in its Hong Kong IPO in Oct 2022. The lockup on its pre-IPO shareholders will expire tomorrow.
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Kokusai Electric Pre-IPO - Thoughts on Valuation
KKR is looking to raise around US$750m via selling a stake in Kokusai Electric (6525 JP) (KE) in its Japan IPO. In this note we talk about valuations.
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J&T Global Express Pre-IPO, Part 3: 'New Markets' & X-Border | Our Initial EV Estimate Is US$8.6 Bn
We're pulling this note out of the archives in light of J&T’s updated HKEX filing and its decision to begin pushing forward with its IPO this week....
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J&T Global Express Pre-IPO, Part 1: Chinese Express Operation | 'Haven't We Met Somewhere Before?'
We're pulling this insight out of the archives in light of J&T's updated HKEX filing and its decision to begin pushing forward with its IPO this...
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