Alibaba (BABA US): Buy Ahead of March Quarter Results This Thursday
We believe BABA's upcoming 4QFY23 results will surprise the market to the upside by a wide margin in terms of recovery in bottomline. Buy ahead of...
431 Views
Growatt Technology Pre-IPO - Latest Thoughts on Valuation
Growatt Technology (1833969D CH) is looking to raise about US$400m in its upcoming Hong Kong IPO. In this note, we will provide our latest thoughts...
377 Views
Horizon Construction Development IPO - Peer Comparison & Thoughts on Valuation
Horizon Construction Development (1887128D HK) is looking to raise US$223m in its upcoming Hong Kong IPO. In this note, we undertake a quick peer...
298 Views
ECM Weekly (14th May 2023) - Mankind, Nexus REIT, SCG Chemicals, Guoquan, Shiyue, Medanta, Bikaji
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
332 Views
Softbank (9984 JP): Private Company Valuations Still in Question
The key challenges for SoftBank; the Alibaba valuation “cushion” has been largely consumed, the group has big exposure to WeWork and the spectre of...
526 Views