Softbank – Is Archegos the Bear Stearns CDO Funds in the Coalmine?
With a lot of signs of market stress emerging following a truly bubbly run up in 2020 we examine the prospects for a stock that has traditionally...
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Nintendo – Nintendo Targets AR as Sony Consolidates VR
There are signs that the gaming world could split between strong AR implementations by Nintendo and strong VR implementations by Sony.
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ECM Weekly (21st March 2021) - Bairong, Bilibili HK, Energy Monster, Zhihu, IDP Edu, Ming Yuan Cloud
Aequitas Research puts out a weekly update on the deals that have been covered by the team recently along with updates for upcoming IPOs.
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Sony – Time to Add to Our 2021 Conviction Call as They Acquire Fighting Game Tournament Evo
We believe that Sony's just announced purchase of the Evo Championship Series has some interesting long-term implications that could fly under the...
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Bilibili Secondary Listing - Volatile but Should Be Hot
Bilibili plans to raise around US$3bn in its secondary listing in Hong Kong. We have covered the background of the deal in our earlier notes. In...
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