ECM Weekly (10th Sep 2023) - ARM, VNG, Tuhu, Integral, Doosan, Orora, JFE, RR Kabel, Samhi Hotel
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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GEMWeekly (8 Sep 2023): EM Asia Inflation, China Macro; Alibaba, Tencent, TSMC, MediaTek, SK Hynix
The Global Emerging Markets Weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
420 Views
Tuhu Car Pre-IPO - Thoughts on Valuation - Will Likely Need a Markdown from Its Latest Funding Round
Tuhu Car (2007986D HK) is looking to raise up to US$300m in its upcoming Hong Kong IPO. In this note, we will discuss our earnings assumptions and...
610 Views
China TMT Update-2460CH/2466CH/0792 CH/300750 CH/1211 HK/3931 HK/300274 CH/BABA/TSLA:Model 3/Alimama
Lithium carbonate future set new low, Lithium carbonate spot renewed weakness; Alimama unveils new advertising platforms/TSLA: Revamped Tesla Model...
572 Views
Aquila Acquisition Corp (7836 HK): ZG Group’s Punchy Valuation
ZG has a questionable business model, struggling to generate profits or underlying FCF. Our valuation analysis suggests that ZG's negotiated value...
482 Views