ECM Weekly (6th Nov 2022) - Giant Biogene, Blibli, Betagro, Bionote, Fusion, Medanta, Bikaji, Axis
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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GEM Weekly (21 Oct 2022): Indonesian Interest Rates; Kakao, Naver, Ant Group, Tencent, MTN, Infosys
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
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Blibli IPO: Valuation Insights
Bookbuilding will close on 24 October. Our valuation analysis suggests that the IPO price range is unattractive. We would give the IPO a pass.
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Shorting Angle on Kakao Corp in the Wake of an Unprecedented Server Failure Incident
This post summarizes Kakao's unprecedented server failure incident and examines the leading investment point based on the imminent regulatory risks.
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Korea Consumer Discretionary: A Pair Trade (Long CJ ENM and Short HYBE)
In this insight, we discuss a pair trade of going long on CJ ENM and going short on HYBE. CJ ENM's valuations are much more attractive and offer...
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