VNG Pre-IPO - The Negatives - Vietnam’s Mini-Tencent
VNG (VinaGame) (VNG US), Vietnam’s leading internet platform, aims to raise up to US$300m in its US IPO. In this note, we talk about the not-so...
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Taiwan Shorts Analysis: AI Supply Chain Stocks With High Short Squeeze Risk
We analyze the most shorted stocks in Taiwan and highlight notable AI supply chain stocks who have have some of the highest short interest vs....
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The Curious Case of Big Tech
Over the last ten years (2013-2022), Big Tech collectively generated $2.3 Tn Operating Cash Flow (OCF), slightly more than double their aggregate...
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ECM Weekly (27th August 2023) - ARM, Integral, Doosan, Samhi, JSW, TVS, Zeekr, Coforge, APA
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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Coforge Placement - US$900m Cleanup, Well Flagged but the Stock Is Toppish
Baring aims to raise around US$900m by selling its remaining 26.6% stake in Coforge (COFORGE IN) . In this note, we talk about the deal dynamics...
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