APAC IPOs & Placements, Aequitas Research

Akshat Shah

APAC IPOs & Placements

IPOs and Placements coverage across Asia Pacific

Aequitas Research

We cover all listing across the Asia Pacific along with follow-up placements. As of Dec 2020, our team had covered 539 IPOs with a hit rate of 73.5% and 685 placements with a hit rate of 66.8%.

We combine fundamental bottom-up views with our proprietary quantitative framework to provide a holistic coverage across new listings and placements. Our coverage includes pre-IPO notes before the deal is launched, follow-up analysis once the deal is live and post-listing trading analysis as well.

Equity Capital Markets

Kaynes Technology India / Equity Capital Markets

<ul>
<li>
<a href="https://www.smartkarma.com/entities/kaynes-technology-india-ltd" target="_blank" data-smartkarma-citation="entities:36436:1" rel="noopener">Kaynes Technology India (KAYNES IN)</a> is looking to raise around US$185m in its upcoming qualified institutional placement (QIP).</li>
<li>In an announcement released on Jan 22, 2025, Kaynes had mentioned its board’s approval to raise up to INR16bn via a QIP. Since then, the shares have corrected 8.6%.</li>
<li>The deal would not be a large one to digest at 4.3 days of three month ADV. The company’s last fundraise did well.</li>
</ul>



Kaynes Technology India (KAYNES IN) is looking to raise around US$185m in its upcoming qualified institutional placement (QIP).
In an announcement released on Jan 22, 2025, Kaynes had mentioned its board’s approval to raise up to INR16bn via a QIP. Since then, the shares have corrected 8.6%.
The deal would not be a large one to digest at 4.3 days of three month ADV. The company’s last fundraise did well.


Kaynes Technology QIP Early Look - QIP to Fund Global Expansion Plans

Mid-Small Cap specialist | Equities | India, Nurture Capital Advisory

Nurture Capital Advisory

Mid-Small Cap specialist | Equities | India

Buyside Outfit and Advisory Services

We are a Buyside outfit and also offer Advisory services. Most notes published here are written for our consumption. These notes offer readers a perspective of our approach to scanning sectors and distilling ideas to constructing a bottom-up Equity portfolio. Combining top down and bottom-up approaches to identifying themes/ value stocks at inflexion Sector agnostic | Value oriented - Inflexion approach | Bottom-Up Ideas Biased towards Sustainability, ESG Team is Wall Street Journal, ET Now - Star mine Lipper, Asia money rated.

Thematic (Sector/Industry)

<ul>
<li>EMS – offers a four-fold opportunity over the medium term</li>
<li>Know the risks and challenges to attaining this strong growth</li>
<li>Read this note for opportunity, risks, incumbent positioning and valuations</li>
</ul>


EMS – offers a four-fold opportunity over the medium term
Know the risks and challenges to attaining this strong growth
Read this note for opportunity, risks, incumbent positioning and valuations


India Electronic Manufacturing Services - Growth, Risks and Valuations

Zhen Zhou, Toh

Smartkarma

Smartkarma unites the fragmented investment industry, connecting institutional investors, independent research providers, and corporates within a single network.

Research Reinvented

Dixon Technologies India Ltd / Equity Capital Markets

<a href="https://www.smartkarma.com/entities/25486" target="_blank" data-smartkarma-citation="entities:25486:1">Dixon Technologies India Ltd (3201208Z IN)</a> is raising approximately USD110m in its upcoming IPO. Proceeds raised will mainly be used for setting up a unit for manufacturing of LED TVs at the Tirupati facility, enhancement of capabilities at Dehradun facility, and an upgrade of IT infrastructure.  In this insight, we will focus on the company's business, its portfolio of product, potential growth drivers as well as shortfall the company may face. We will also compare the company to other listed peers.

Dixon Technologies India Ltd (3201208Z IN) is raising approximately USD110m in its upcoming IPO. Proceeds raised will mainly be used for setting up a unit for manufacturing of LED TVs at the Tirupati facility, enhancement of capabilities at Dehradun facility, and an upgrade of IT infrastructure.  In this insight, we will focus on the company's business, its portfolio of product, potential growth drivers as well as shortfall the company may face. We will also compare the company to other listed peers.

Dixon Tech Pre-IPO Review - Margins Expansion and Strong Growth Are Potentially a Fleeting Trend

Asia-Focused Industry Research, Speeda Research

Speeda

Asia-Focused Industry Research

Speeda Research

Speeda Research analysts cover China, Japan, India and SEA on the latest trends and topics. We have analysts of diverse nationalities who are able to access information in their respective local languages to provide customers with comprehensive reports. With access to private company data in these regions, Speeda Research is also able to provide insights into niche sectors which are not usually covered by other parties. We are also able to undertake ad hoc company and industry research reports.

The total number of telecom towers in India stood at about 420,000 at the end of FY 2016 and the industry was estimated to rake in INR 1.36 trillion in annual revenue, with Bharti Infratel and Indus Towers accounting for 40.8% of the total market share. As the need to manage data traffic rises, tenancy ratio of towers is expected to increase from 1.7-1.9 to 2.9 by March 2020. We believe that this form of leasing will contribute significantly to the top line of telecom tower companies in India.

The total number of telecom towers in India stood at about 420,000 at the end of FY 2016 and the industry was estimated to rake in INR 1.36 trillion in annual revenue, with Bharti Infratel and Indus Towers accounting for 40.8% of the total market share. As the need to manage data traffic rises, tenancy ratio of towers is expected to increase from 1.7-1.9 to 2.9 by March 2020. We believe that this form of leasing will contribute significantly to the top line of telecom tower companies in India.

Telecom Infrastructure in India: Keeping Pace with the Surge in Subscribers

India

Centum Electronics Limited provides electronic manufacturing services (EMS) and designs, manufactures and exports hybrid microcircuits. The Group's clients include businesses in the telecommunications, automotive, defense and aerospace industries.

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