Softbank Group Q2 21 Results Reaction: Softbank May Intend to Use ARM Proceeds for Buyback
Softbank's share buyback may have as much to do with delays to Nvidia/ARM regulatory approval as record losses for Vision Fund in Q2. We look at...
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Beyond 280 | Patym (PAYTM IN) - Conversation on Evolving Merchant Offerings and Super App
In this "Beyond 280", we present details of our conversation with a Paytm Channel that works closely at Paytm. Our conversation revolve around the...
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ECM Weekly (7th November 2021) - KakaoBank, Ventia, Paytm, Mitratel, SF Intra-City, Sapphire Foods
Aequitas Research puts out a weekly update on the deals that have been covered by the team recently along with updates for upcoming IPOs.
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Paytm IPO: Valuation Insights
Paytm will launch its IPO on 8 November to raise $2.4 billion. Our valuation analysis suggests that the price range is reasonable.
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Kakao Bank Lock-Up - Watch Out for Netmarble Led Blocks
Kakao Bank's three month lock-up will end on 6th Nov 2021, freeing up another US$1bn worth of shares held by Netmarble Corporation (251270 KS),...
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