Pan-Asia Catalysts/Events, Quiddity Advisors

David Blennerhassett

Pan-Asia Catalysts/Events

Quiddity Advisors

Event-Driven

<ul>
<li>Nickel explorer<a href="https://www.smartkarma.com/entities/mincor-resources-nl" target="_blank" data-smartkarma-citation="entities:6731:1" rel="noopener"> Mincor Resources NL (MCR AU)</a>'s board urges shareholders to take no action in response to the on-market takeover from Andrew Forrest's backed Wyloo Metals.</li>
<li>Wyloo is offering A$1.40/share. The offer period commences on the 5 April and runs until the 8 May - unless extended. However, Wyloo's broker is already standing in the market. </li>
<li>Wyloo, together with associates, control 19.87% of the voting power in Mincor. Currently trading 5.7% through terms</li>
</ul>


Nickel explorer Mincor Resources NL (MCR AU)'s board urges shareholders to take no action in response to the on-market takeover from Andrew Forrest's backed Wyloo Metals.
Wyloo is offering A$1.40/share. The offer period commences on the 5 April and runs until the 8 May - unless extended. However, Wyloo's broker is already standing in the market. 
Wyloo, together with associates, control 19.87% of the voting power in Mincor. Currently trading 5.7% through terms


APAC IPOs & Placements, Aequitas Research

Ethan Aw

APAC IPOs & Placements

IPOs and Placements coverage across Asia Pacific

Aequitas Research

We cover all listing across the Asia Pacific along with follow-up placements. As of Dec 2020, our team had covered 539 IPOs with a hit rate of 73.5% and 685 placements with a hit rate of 66.8%.

We combine fundamental bottom-up views with our proprietary quantitative framework to provide a holistic coverage across new listings and placements. Our coverage includes pre-IPO notes before the deal is launched, follow-up analysis once the deal is live and post-listing trading analysis as well.

Equity Capital Markets

Growatt Technology / Equity Capital Markets

<ul>
<li>
<a href="https://www.smartkarma.com/entities/growatt-new-energy-technology" target="_blank" data-smartkarma-citation="entities:36103:1" rel="noopener">Growatt Technology (1833969D CH)</a> is looking to raise about US$1bn in its upcoming Hong Kong IPO. </li>
<li>Growatt Technology is a global distributed energy solution provider, specializing in sustainable energy generation, storage and consumption, as well as energy digitalization. </li>
<li>In our previous notes, we looked at the company’s past performance, peer comparison and shared our thoughts on valuation. In this note, we will talk about its refiling updates.</li>
</ul>



Growatt Technology (1833969D CH) is looking to raise about US$1bn in its upcoming Hong Kong IPO. 
Growatt Technology is a global distributed energy solution provider, specializing in sustainable energy generation, storage and consumption, as well as energy digitalization. 
In our previous notes, we looked at the company’s past performance, peer comparison and shared our thoughts on valuation. In this note, we will talk about its refiling updates.


Growatt Technology Pre-IPO - Refiling Updates - Still Running Strong

Survival Technologies / Equity Capital Markets

<ul>
<li>
<a href="https://www.smartkarma.com/entities/survival-technologies" target="_blank" data-smartkarma-citation="entities:36720:1" rel="noopener">Survival Technologies (1279515D IN)</a> is looking to raise around US$121m in its upcoming India IPO. </li>
<li>Survival Technologies (ST) is a contract research and manufacturing services (CRAMS) focused speciality chemical manufacturer in India. </li>
<li>ST has seen its profitability grow and margins expand during the track record period. However, the company seems to have had a number of run-ins with the authorities.</li>
</ul>



Survival Technologies (1279515D IN) is looking to raise around US$121m in its upcoming India IPO. 
Survival Technologies (ST) is a contract research and manufacturing services (CRAMS) focused speciality chemical manufacturer in India. 
ST has seen its profitability grow and margins expand during the track record period. However, the company seems to have had a number of run-ins with the authorities.


Survival Technologies Pre-IPO - Growth Has Been Strong but Could Be Better

Articles from Caixin Global, Caixin Global

Caixin Global

Articles from Caixin Global

Caixin is a media group dedicated to providing financial and business news through periodicals, online content, mobile apps, conferences, books and TV/video programs. Caixin aims to blaze a trail that helps traditional media prosper in the new media age through integrated multimedia platforms.

News from Caixin

Thematic (Sector/Industry)

<ul><li>Several major automakers in China are racing to slash prices on both new-energy (NEV) or conventionally powered vehicles, hoping to survive an escalating price war as consumer demand weakens amid policy changes.</li><li>The price war intensified at the start of March, when state-owned Dongfeng Motor Group Co. Ltd. launched a promotion in its home province of Hubei by offering steep discounts on some of its models</li><li>The promotion, which came two months after U.S. electric-vehicle (EV) giant Tesla Inc.’s eye-catching price cuts, set off a chain reaction across the industry</li></ul>

Several major automakers in China are racing to slash prices on both new-energy (NEV) or conventionally powered vehicles, hoping to survive an escalating price war as consumer demand weakens amid policy changes.The price war intensified at the start of March, when state-owned Dongfeng Motor Group Co. Ltd. launched a promotion in its home province of Hubei by offering steep discounts on some of its modelsThe promotion, which came two months after U.S. electric-vehicle (EV) giant Tesla Inc.’s eye-catching price cuts, set off a chain reaction across the industry

Automakers in China Are Racing to Slash Prices

Research Firm with a Qualitative Overlay, Pearl Gray Equity and Research

Pearl Gray Equity and Research

Research Firm with a Qualitative Overlay

Quantitative fund & research firm with a qualitative overlay. 

Our coverage: General U.S. with a skew towards the primary sector. 

Methods: Smart Beta/Factor Pricing, Neural Networks, Street Gossip, and Common Sense.

Equity Bottom-Up

<ul>
<li>Tesla's sales growth is yet to revert to a linear distribution, given Tesla's market share and the exponential growth attached to the EV space.</li>
<li>Rumors of a lithium mine acquisition and an additional Gigafactory indicate that Tesla is working toward a lower cost base.</li>
<li>It has been a rollercoaster ride for Tesla, Inc. (NASDAQ:TSLA) stock recently, as various market-based and idiosyncratic features coalesced to ramp up the asset's volatility.</li>
</ul>


Tesla's sales growth is yet to revert to a linear distribution, given Tesla's market share and the exponential growth attached to the EV space.
Rumors of a lithium mine acquisition and an additional Gigafactory indicate that Tesla is working toward a lower cost base.
It has been a rollercoaster ride for Tesla, Inc. (NASDAQ:TSLA) stock recently, as various market-based and idiosyncratic features coalesced to ramp up the asset's volatility.


United States

Tesla Inc. operates as a multinational automotive and clean energy company. The Company designs and manufactures electric vehicles, battery energy storage from home to grid-scale, solar panels and solar roof tiles, and related products and services. Tesla owns its sales and service network and sells electric power train components to other automobile manufacturers.

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Tesla (TSLA US)

Mincor: Twiggy's On-Market Takeover

Tough market to speculate on revised Offers. Yet Mincor is pretty beaten up here. I can see Wyloo bidding higher. Your downside is 5.4% currently. ...

David Blennerhassett

Growatt Technology Pre-IPO - Refiling Updates - Still Running Strong

Growatt Technology (1833969D CH) is looking to raise about US$1bn in its upcoming Hong Kong IPO. In this note, we will talk about its refiling...

Ethan Aw

Survival Technologies Pre-IPO - Growth Has Been Strong but Could Be Better

Survival Technologies (1279515D IN) is looking to raise around US$121m in its upcoming India IPO. It has seen its profitability grow and margins...

Ethan Aw

Automakers in China Are Racing to Slash Prices

Several major automakers in China are racing to slash prices on both new-energy (NEV) or conventionally powered vehicles, hoping to survive an...

Caixin Global

Tesla: The Show Goes On

Tesla's sales growth is yet to revert to a linear distribution, given Tesla's market share and the exponential growth attached to the EV space.

Pearl Gray Equity and Research

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