ECM Weekly (10th June 2024) - Webtoon, Shift Up, QuantumPharm, Guzman, Kakaopay, Telix, Yankuang
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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Kakao Pay Lockup Expiry - US$1bn Overhang from Alipay
Alipay will come out of its placement linked lockup for its remaining stake in Kakaopay (377300 KS) today. Alipay will once again be free to...
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Shift Up IPO - Thoughts on Valuations - Bear/Base/Bull
Shift Up (462870 KS) plans to raise up to US$320m in its South Korean IPO. We have looked at its past performance earlier, in this note, we talk...
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Shift Up IPO - Peer Comparison - Small in Size but Ranks High on Growth and Margins
Shift Up (462870 KS) plans to raise up to US$320m in its upcoming South Korean IPO. In this note, we undertake a peer comparison.
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Shift Up IPO - The Negatives - Changing Monetisation Model, Censorship Issues
Shift Up (462870 KS) plans to raise up to US$320m in its upcoming South Korean IPO. In this note, we talk about the not-so-positive aspects of the...
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