Hospitality and Logistics: Leisure Demand Remains Strong; Corporate Travel Rebounds
In 4QFY22, we expect the Hotel sector to report healthy improvement in RevPAR post the third covid wave, supported by: (a) leisure travel (b)...
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Trade/Investment Ideas from 2019/20 IPOs - Mostly IN, SG and AU
Since the start of 2019 till date, we have covered 96 IPOs. Despite the market turmoil over the past two months, over a third, or 40 IPOs remain...
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Mindspace Business Parks REIT Pre-IPO - Decent Growth but Not All Assets Are Equal
Mindspace Business Park REIT (MBP) aims to raise around US$500m via a mix of selling primary and secondary shares in its Indian IPO.MBP will own...
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ECM Weekly (28 Oct 2019) - Samhi Hotel, JS Global, Megvii, Innocare, Bytedance
Aequitas Research puts out a weekly update on the deals that have been covered by Smartkarma Insight Providers recently, along with updates for...
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Samhi Hotels Pre-IPO - Assets and Borrowings Are Growing, but Earnings Haven’t Kept Pace
SAMHI Hotels (SAMHI IN) plans to raise up to US$300m in its Indian IPO. Samhi Hotels is India’s third-largest hotel asset owner, by number of keys,...
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