ECM Weekly (6th Mar 2022) - SBI Sumishin, Farm Fresh, Arrail, NIO, LIC, ZIP, IDP Education
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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Last Week in Event SPACE: Russia/Indices, Prosus, Virtus, Crown, Nexon, Hitachi Metals
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
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Tencent Support to Give Way
Tencent is commencing a fresh down leg below 413 support. We have been bearish/short from the 500 handle with a projection of 370.
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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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StubWorld: Prosus' Move On Russian Exposure Overdone
Even if OLX and VK Group are written down to zero, the implied stub has overshot the mark. I'd set up a long Prosus, short Tencent here.
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