ECM Weekly (13th Mar 2022)-Arrail, Aquila, Propguru, Ferretti, Jinmao, Nio, Fabindia, Hyu Hvy, Cosmo
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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PropertyGuru/Bridgetown 2 SPAC Listing/Merger - Peers Are Down a Lot, as the Deal Nears Completion
PropertyGuru and Bridgetown 2 announced, on 23rd Jul 2021, that they have entered into a business combination agreement which will see PropertyGuru...
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The Week That Was in ASEAN @Smartkarma - Rough for Sea Ltd, Grab's Tumble, and Farm Fresh IPO
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
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Sea Ltd (SE US) - Leaning Towards Profitability and Sustainability
The risk for Sea Ltd looks to be squarely on the upside with valuations now looking attractive, trading at a discount to MercadoLibre (MELI US)...
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Sea Ltd: Something to Think About if You Are Starting to Lean Towards the Bullish Side
As profitability deteriorates, we expect Sea’s FY+2 EV/Sales to fall towards the pre-COVID low of 1.76x, implying a downside of 50%.
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