ECM Weekly (19th Feb 2024) - Toei Ani, KB Fin, IIF, Trial, Juniper, Bharti Hexacom, Octillion Energy
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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China ADRs Delisting - Friday Could Be Judgment Day for over US$800bn Mcap of Stocks
PCAOB officials concluded their Hong Kong visit last month and PCAOB is due to announce its annual judgment on whether it had adequate access to US...
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A Belated Look Back at Our 2020 and 2021 Conviction Calls and a Look Ahead to 2022
We take a look back at our conviction calls from 2020 and 2021 to assess performance and put the strong start to our 2022 names in context.
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Sony – An Epic Partner
We have been arguing that collaboration between Sony and Epic is likely in forming the key infrastructure for the metaverse. The recent Matrix...
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Sony (6758 JP): Weighing the Bull and Bear Case
Sony is in the early stage of the PlayStation 5 console cycle. The gaming console is likely to become a major success. In addition, several other...
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