Linklogis Post-IPO Trading & Valuation: Time to Get Out
After a two-week delay, it appears that Linklogis is slowly reaching our target exit range. We like the company’s long-term prospects, but at 20.2x...
270 Views
Linklogis IPO: First Day Trading
At 14.1x FY+2 EV/Sales with 35% revenue CAGR, Linklogis does not appear overly cheap compared peer multiples. However, the first day performance of...
409 Views
Linklogis IPO Valuation: Offer Multiples Are Not Cheap, Still Room For Upside on Trading Debut
While value investors would never describe 28.2-31.8x Trailing EV/Sales as reasonable, compared to where most SaaS IPO EV/Sales multiples ended on...
324 Views
ECM Weekly (21st March 2021) - Bairong, Bilibili HK, Energy Monster, Zhihu, IDP Edu, Ming Yuan Cloud
Aequitas Research puts out a weekly update on the deals that have been covered by the team recently along with updates for upcoming IPOs.
375 Views
Ming Yuan Cloud (明源云) Lock-Up Expiry Trade Idea - A Chunky Potential
Ming Yuan Cloud Group (909 HK) (MYCG) was listed on the Hong Kong Exchange on 25th September 2020. IPO lock-up will expire on 25th March, 2021.
319 Views