Softbank Group and Didi Chuxing - Regulatory Pressure on the Rise
Softbank is down 5% and the holdco discount is over 45% on Didi weakness. We think our forecasts cover regulatory pressure but the VF IPO flywheel...
242 Views
Didi Chuxing - Slammed by Regulators, Again. A Review of the Regulatory Timeline
Didi is slammed by regulators. Again. March, then April, then June by the CAC, then June by SAMR, then Friday by CAC, now Sunday. A message is...
581 Views
Global Emerging Markets Weekly: 2 July 2021
This insight provides a summary of the key news developments impacting the largest countries and constituents of the Global Emerging Markets equity...
172 Views
ECM Weekly (4th July 2021) - Xpeng, Medbot, Medlive, Brii Bio, CTOS, LinkDoc, Devyani, Manycore
Aequitas Research puts out a weekly update on the deals that have been covered by the team recently along with updates for upcoming IPOs.
448 Views
Softbank Group - Vision Fund’s Public Companies on Wild Ride to End Quarter in the Black
Vision Fund's portfolio moved into the black for Q1 thanks to IPOs and some amazing qtr-end moves by a few VF stocks. Report includes updated...
309 Views