The Aramco IPO and China's Participation
Aramco is coming to market with the IPO announced almost two weeks ago and pricing ranges due this Sunday. The big players will be oil majors and...
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China Mega-Oil: Impact of Aramco IPO
Chinese state owned companies are likely to invest in the Saudi Aramco IPO, which could potentially occur through Sinopec, PetroChina or CNOOC. We...
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Saudi Aramco IPO: A First Look At Valuation of Largest IPO Ever
Saudi Aramco (131861Z AB) listing comes at the twilight of the oil industry. The company expects crude demand slowdown in the next 5-10 years,...
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Saudi Aramco - Prospectus Review - Low Beta Yield Play
658 pages of fun lead us to the same conclusion from our previous note. This will be a low beta asset and the yield is key. Our assumption...
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Alibaba HK Listing: Thoughts on the Premium/Discount to the ADRs
Alibaba Group Holding (BABA US) plans to launch a $10-15 billion secondary listing in Hong Kong on 11 November, Singles Day, according to press...
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