In today’s briefing:
- ECM Weekly (3rd Sep 2023) – Doosan, VNG, Tuhu, Integral, ARM, Zomato, APM, Auckland Int, Daiwa REIT
- SF Holding HK IPO | Q2/H1 Results | “Internationalization” Thesis Refined | Air, Int’l Impact in H1
ECM Weekly (3rd Sep 2023) – Doosan, VNG, Tuhu, Integral, ARM, Zomato, APM, Auckland Int, Daiwa REIT
- Aequitas Research 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, we primarily looked at Doosan Robotics, Tuhu Car and VNG (VNG US).
- There were placements in AIA NZ , Ventia (VNT AU), FIVESTAR IN and Daiwa House Reit. ZOMATO IN also had large blocks post its acquisition led lockup release.
SF Holding HK IPO | Q2/H1 Results | “Internationalization” Thesis Refined | Air, Int’l Impact in H1
- Review of Q2/H1 results, including impact from international, Kerry Logistics Network
- Refining idea of “internationalization”, which we believe is driving force behind SF’s HK IPO
- Testing thesis: did air and international exposure help or hurt SF margins in H1?
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