Head of Research, IPOs & Placements, Aequitas Research

Sumeet Singh

Head of IPO & Placements for Aequitas Research. At Aequitas we cover all IPOs and placements across Asia-Pac with a deal size of at least US$100m. 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%. 
Prior to Aequitas. I was heading Content Strategy for Smartkarma, along with covering IPOs & Placement. In an earlier life I have covered ASEAN property and the banking space in India.

Head of Research, IPOs & Placements

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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 Bottom-Up

<ul>
<li>
<a href="https://www.smartkarma.com/entities/jd-logistics" target="_blank" data-smartkarma-citation="entities:31500:1" rel="noopener">JD Logistics (2618 HK)</a> (JDL) is the leading supply chain solutions and logistics services provider in China. It counts JD.com as its major shareholder with 63.5% ownership.</li>
<li>JDL leverages its integrated infrastructure to offer a comprehensive set of supply chain solutions and logistics services. It also benefits from JD Group’s order flow.</li>
<li>The company is set to gain market share in the integrated supply chain industry and widen its lead in the next few years. Valuation is undemanding after the recent pullback.</li>
</ul>



JD Logistics (2618 HK) (JDL) is the leading supply chain solutions and logistics services provider in China. It counts JD.com as its major shareholder with 63.5% ownership.
JDL leverages its integrated infrastructure to offer a comprehensive set of supply chain solutions and logistics services. It also benefits from JD Group’s order flow.
The company is set to gain market share in the integrated supply chain industry and widen its lead in the next few years. Valuation is undemanding after the recent pullback.


2022 High Conviction - JD Logistics - Market Leader at an Attractive Valuation