US Expansion of Travel Bans the First Step in Broader Escalation?
The US just expanded travel bans against Chinese officials and while the move seems relatively minor on its own we wonder if this is the first step...
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GoTo IPO: Peer Comparison and Valuation
Even without conservative assumptions, our SOTP valuation implies that GoTo’s shares are overvalued at the indicative IPO price range.
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Alibaba Group: Looking Through the Noise
In this insight, we aim to cut through the short-term “noise”, analyse the operational fundamentals for Alibaba Group, and take an updated look at...
422 Views
ECM Weekly (20th Mar 2022) - JD.com, Tencent, Prosus, GoTo, Ferretti, Green Tea, Recbio, Abacus
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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GoTo Gojek Tokopedia IPO: Valuation Insights
Our valuation analysis suggests that the price range is aggressive and unattractive. We would give the IPO a pass. Books will close on 21 March....
531 Views