Kokusai Electric IPO Trading - Decent Demand, Now for the Real Test
KKR raised around US$730m via selling a stake in Kokusai Electric's (6525 JP) (KE) Japan IPO. In this note we talk about the trading dynamics.
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China Internet Weekly (23 Oct 2023): AAPL, Alibaba, JD.com
Apple fired five employees of China App Store for corruption. Yonghui follow Alibaba to open discounted stores. JD.com sued companies and persons...
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Monthly Chinese Express Tracker | A New Price War Among China's 'Sort & Transport' Express Names
In this insight we discuss a developing price war among China's 'sort and transport' express names, which likely added to margin pressures on these...
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CaiNiao Smart Logistics Pre-IPO Part 3 | Key Comps, Valuation Multiples | 310 Bn CNY Justifiable
In this insight we present an approach to valuing CaiNiao, including which comps and multiples make the most sense. We believe a valuation of up to...
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ECM Weekly (22nd Oct 2023) - J&T, Cuscal, Liontown, Cainiao, ZJLD, Taiwan Cement, Zomato, Hana Micro
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
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