ECM Weekly (1st Oct 2023) - Cainiao, J&T, Kokusai, Seoul Guarantee, Ecopro, Leapmotor, Bajaj Finance
Aequitas Reserach puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
488 Views
Samhi Hotels IPO - Taking a Large Hair Cut, Now at a Decent Discount
SAMHI Hotels (SAMHI IN) plans to raise around US$165m in its Indian IPO. In this note, we talk about the RHP updates and provide our thoughts on...
419 Views
Infosys Ltd - Robust Performance; Challenging Times Ahead in near Term
Despite this uncertainty and volatility, Infosys performed well and demonstrated its resilient enegmaent with its clients as well as its commitment...
298 Views
ECM Weekly (10th Sep 2023) - ARM, VNG, Tuhu, Integral, Doosan, Orora, JFE, RR Kabel, Samhi Hotel
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
484 Views
Remain Overweight Japan and India; Key Supports Holding; Buys in Energy, Tech/Services (India)
We remain bullish on global equities as long as major $93 support on $ACWI continues to hold (1+ year base support and the 10.5-month uptrend)....
481 Views