In today’s briefing:
- CaiNiao Smart Logistics Pre-IPO Part 2 | Analyzing Financial Statements & Operating Statistics
- ECM Weekly (15th Oct 2023) – Kokusai, J&T, Ecopro, Thai Credit, Lalatech, Barito, Rakuten, Zomato
- Weekly Deals Digest (15 Oct) – Kokusai, EcoPro, Seoul Guarantee, J&T, Eoflow, NWS, Origin, Liontown
CaiNiao Smart Logistics Pre-IPO Part 2 | Analyzing Financial Statements & Operating Statistics
- How did CaiNiao turn profitable? We answer with an analysis of the company’s P&L
- We also analyze CaiNiao’s Balance Sheet, Cash Flow statement, and Operating Stats
- We conclude with a list of ten questions we would put to CaiNiao management
ECM Weekly (15th Oct 2023) – Kokusai, J&T, Ecopro, Thai Credit, Lalatech, Barito, Rakuten, Zomato
- Aequitas Reserach puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
- In the IPO space, Kokusai Electric (6525 JP) managed to get strong support, even though we remain somewhat unconvinved.
- In the placement space, we looked at the upcoming lockups for Rakuten Bank (5838 JP) and Zomato (ZOMATO IN), along with the Ingenia Communities (INA AU) placement.
Weekly Deals Digest (15 Oct) – Kokusai, EcoPro, Seoul Guarantee, J&T, Eoflow, NWS, Origin, Liontown
- A weekly summary of key developments across ECM and Event-Driven names tracked by us across Hong Kong, Australia, New Zealand, Singapore, Japan, Indonesia, Malaysia, Thailand, Korea, India and Chinese ADRs.
- ECM developments – Kokusai Electric (6525 JP), EcoPro Materials (ECO123 KS), Seoul Guarantee Insurance (031210 KS), Cainiao Smart Logistics (1437124D HK), J&T Global Express (1936374D CH) IPOs.
- Event-Driven developments – Eoflow (294090 KS), Nws Holdings (659 HK), Origin Energy (ORG AU), Liontown Resources (LTR AU), Estia Health (EHE AU), Pact Group Holdings (PGH AU).
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