Smartkarma Originals
IPO Analytics: Corporate Governance - Alpha Generator, Shortlist of Bookrunners to Avoid/Keep Happy
Since inception of our IPO research in 2015, the Aequitas Research team has covered over 361 IPOs, which raised over US$100m each, across Asia...
1.3k Views
Not Much Fun In Leisure; Ardent Leisure Undervalued While Event Hospitality Worth Monitoring
Leisure companies under our coverage endured a torrid reporting season, with average fiscal 2017 first-half EBITDA fall of 15% from a year ago. The...
4.2k Views
Valuations Stretched on ASX-Listed Corporate Hybrids
In November 2016 we stated a large proportion of redemptions would be reinvested in existing corporate issues to achieve some degree of sectoral...
682 Views
Global Traffic Network IPO: Recurring Business, Decent Yield
After its delisting from Nasdaq in 2011, Global Traffic Network (GTN) has launched its Australian IPO to raise up to US$186m. In this note, I...
326 Views
Weekly Impressions - Australia's Export Revolution to China's Rising Middle Class
A number of developments in the past week were a stark reminder that Australia’s exports to China are undergoing a revolution thanks to...
337 Views