Payment Companies – Thoughts on Screen Snapshots 1Q22
We favour Mastercard, PagSeguro and Getnet, adding Nexi which looks very oversold; we take Paytm off the sell list, but stay negative on DLocal due...
459 Views
Grab SPAC Listing - Thoughts on Valuation, Lock-Up Release
On 13th Apr 21, Grab announced that it plans to go public in the US in partnership with Altimeter Growth Corp at an equity val of US$39.6bn. In...
594 Views
KOSPI Size Indices: Momentum Stalls; (Some) Upward Migrations Sell-Off
There could be 41 changes to the KOSPI Size Indices in September. The upward migrations have underperformed the downward migrations over the last...
339 Views
ECM Weekly (19th Aug 2024) - Midea, China Res, WeRide, FirstCry, ACME, Gadgil, 99 Speed, Hind Zinc
Aequitas Research's weekly update on the IPOs, placements, lockup expiry and other ECM linked events that were covered by the team over the past week.
214 Views
ECM Weekly (29th July 2024) - ASICS, Kokusai, Amer, Hyundai, Timee, Sanil, Akum, Bloks, Ola Electric
Aequitas Research's weekly update on the IPOs, placements, lockup expiry and other ECM linked events that were covered by the team over the past week.
267 Views