IPOs and Catalysts/Events, Global Equity Research Ltd

Arun George

IPOs and Catalysts/Events

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Global Equity Research Ltd

Global Equity Research was started in 2017 by a group of experienced research professionals. It was founded on a passionate belief in the importance and the need for uncompromised, independent, conflict-free research. We aim to provide differentiated and actionable primary and bottom up fundamental research.

Equity Capital Markets

Asiainfo Technologies / Equity Capital Markets

<p><a href="https://www.smartkarma.com/entities/27475" target="_blank" data-smartkarma-citation="entities:27475:1">Asiainfo Technologies (1119892D CH)</a> is a leading Chinese telecom software and services provider with a 25% market share as measured by revenue in 2017. AsiaInfo is seeking a listing hearing for a Hong Kong IPO this week to raise $300-400 million, according to press reports. It is backed by CITIC Capital, Temasek and Qatar Investment Authority.</p><div class="content-highlight"><p>AsiaInfo is appealing due to its high market share, customer retention and cash conversion. However, AsiaInfo pays the price to access China's oligopolistic telecom operator market through low pricing power and returns on capital. Overall, we are cautious as we believe that AsiaInfo’s fundamentals offer both positives and negatives.</p></div>

Asiainfo Technologies (1119892D CH) is a leading Chinese telecom software and services provider with a 25% market share as measured by revenue in 2017. AsiaInfo is seeking a listing hearing for a Hong Kong IPO this week to raise $300-400 million, according to press reports. It is backed by CITIC Capital, Temasek and Qatar Investment Authority.AsiaInfo is appealing due to its high market share, customer retention and cash conversion. However, AsiaInfo pays the price to access China's oligopolistic telecom operator market through low pricing power and returns on capital. Overall, we are cautious as we believe that AsiaInfo’s fundamentals offer both positives and negatives.

AsiaInfo Tech IPO Preview: Crossed Wires

China

ShenZhen TianYuan DIC Information Technology Co.,Ltd. develops, manufactures and sells telecommunication industry and public security industry software. The Company's products include real-time online billing software, quasi real-time billing software, and customer relationship software for the telecommunications industry.

Shenzhen Tianyuan Dic Infrmtn Tech Co (300047 CH)

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AsiaInfo Tech IPO Preview: Crossed Wires

Asiainfo Technologies (1119892D CH) is a leading Chinese telecom software and services provider with a 25% market share as measured by revenue in...

Arun George