In today’s briefing:
- ECM Weekly (17th Apr 2022)- Sk Shieldus, One Store, LIC, GoTo, Zhihu, Park24, PHC Holding, Visional
- Fiduciary Management Small Cap Equity Q1 2022 Investment Letter
ECM Weekly (17th Apr 2022)- Sk Shieldus, One Store, LIC, GoTo, Zhihu, Park24, PHC Holding, Visional
- Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
- On the IPOs front, Zhihu and the SK twins were the main active deals, with LIC being in the pipeline for a potential launch in the coming week.
- Placement flows remained slow over the holiday shortened week. With Japan continuing to favour accelerated book build.
Fiduciary Management Small Cap Equity Q1 2022 Investment Letter
- Since the Russian invasion of Ukraine on February 24, the market has moved in somewhat of a barbell fashion.
- If higher interest rates and inflation characterize the landscape for the next several years, it likely spells the end of the era of unbridled speculation and high multiples, says FMI.
Before it’s here, it’s on Smartkarma
