Kotak Placement - Has Sold Before, Stock Has Run-Up Recently but It Has Still Underperformed
CPPIB aims to raise around US$750m via selling a 1.6% stake in Kotak Mahindra Bank (KMB IN). The previous selldown by CPPIB held up well.
431 Views
ECM Weekly (4th June 2023) - JD Ind, Alibaba, Growatt, Olam Agri, Coal India, Adani, Patanjali
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
452 Views
Coal India Follow-On - Recent Momentum Is Strong but past Deals Haven’t Done Much
The Government of India is looking to raise up to US$540m via selling around 3% of Coal India. The stock has performed well recently but the past...
464 Views
ECM Weekly (28th May 2023) - HK Trip Notes, Rakuten, JD Ind, Horizon Const, Nippon Prologis, MINT
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
429 Views
Asia Ex-Japan Energy: Stalled Recovery
Active Asia Ex-Japan managers are reassessing their exposure to the Energy sector. Selling in key names moves Energy to the largest sector...
28 Views