ESR Cayman Re-IPO - Trying to Hitch a Ride on Momentum. Other Cheaper Ways to Play on E-Commerce
In its previous Hong Kong listing attempt in Jun 2019, ESR Cayman (ESR HK) aimed to raise up to US$1.2bn. This time around, the company is planning...
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ESR Cayman Re-Pre-IPO - Another Stab at Valuation
In its previous Hong Kong listing attempt in Jun 2019, ESR Cayman (ESR HK) aimed to raise up to US$1.2bn. We have heard that the company is...
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ESR Cayman IPO: Moving Pieces
ESR Cayman (ESR HK) is the largest APAC focused logistics real estate platform by GFA and value of assets, according to JLL. Three months since...
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Aussie Equities Month in Review (August 2019)
The ASX 200 shrugged off a poor reporting season and fell in line with global markets. FY20 EPS estimates were downgraded from 9.8% at the start...
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Developed International Equity Strategy: Favor EAFE over EM
We highlight attractive and actionable themes within developed international markets, including actionable set-ups across among: Non-bank...
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