JD Industrials Pre-IPO - Peer Comparison
JD Industrials (JDI) is looking to raise about US$1bn in its upcoming HK IPO. In this note, we undertake a peer comparison.
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Rakuten US$2.4bn Placement - Recent Updates and Comparison to past Deals
Rakuten (4755 JP) aims to raise up to US$2.4bn (JPY323bn) via a global offering. In this note, we talk about the updates since our last note. and...
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ECM Asia Takeaways from Hong Kong Investor Meetings - Rakuten, Growatt, JD Industrial and Others
We spent the second half of last week meeting ECM focused clients in Hong Kong. In this note, we talk about some of the investor feedback for live...
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Alibaba Potential IPOs - Part 3 - An Early Look at Cloud, Easy US$10bn+
On 28th Mar 2023, Alibaba Group (9988 HK) announced that it would adopt a new organizational and governance structure, splitting into six major...
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Naver (2023 High Conviction Update): Poshmark & Gen Z - Key Drivers of Higher Sales in North America
In this insight, we provide an update of Naver Corp which is our 2023 high conviction stock. Naver's shares are up 19% YTD, outperforming KOSPI...
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