ECM Weekly (11th July 2021) - Zomato, Bukalapak, Kakao Bank, Krafton, Didi, Kanzhun, Full Truck
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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WM Tech Pre-IPO - Peer Comparison and Pre-IPO Valuation - Some Signs of Advantage
WM Tech (WMT) is a fresh food and FMCG retailer in China. The company operates its business primarily through two brands, Wumart (物美) and Metro (麦德龙).
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Missfresh IPO: Valuation Insights
Our valuation analysis suggests that Missfresh is broadly fairly valued on a growth adjusted EV/Sales compared to its peers. We think that Dingdong...
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Dingdong IPO: Valuation Insights
The undemanding rating offers a reasonable risk-reward profile. Dingdong is worth a punt for investors seeking to play the first-day pops or gain...
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Dingdong IPO Initiation: An Arms Race Is Brewing
The online grocery market is set for a shakeout which will result in significant shareholder value destruction. Overall, we would pass on the IPO...
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