Amer Sports Pre-IPO - The Positives - Great Brands, Strong Growth
Amer Sports (AS US) plans to raise more than US$1bn in its US IPO. Proceeds will be used to pay down loans to Anta Sports Products (2020 HK) led...
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Upgrading Mexico to Overweight; Technology Remains Global Leadership; Overall Bullish Outlook Intact
Upgrading Mexico $EWW to Overweight; Bullish Outlook Intact on $ACWI; Technology Remains Global Leadership. 44 individual buys highlighted in Tech,...
671 Views
Softbank (9984 JP): Adding a Strengthening JPY to the Mix
SoftBank's valuation has been supported by a weak JPY, but the BoJ's plan to tighten monetary policy -as other central banks' cut rates - may mean...
556 Views
ECM Weekly (12th Nov 2023)-Renesas, Bajaj, Alchip, Hybe, Will, Wuxi, ChaPanda, Chenqi, Cello, Honasa
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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Softbank (9984 JP): WeWork Hangover and Other Challenges
Softbank's exposure to WeWork is well chronicled, but other investments - namely Arm and SVF2's portfolio - pose risks to its asset value and...
721 Views