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

Thoughts on Amazon –What Does Its Valuation Tells Us?

Netflix & Amazon Expand in Korea – Not a Coincidence

Okja: The Fight Between Netflix Vs. CJ CGV

Smartkarma

Smartkarma unites the fragmented investment industry, connecting institutional investors, independent research providers, and corporates within a single network.

Research Reinvented

Equity Capital Markets

IRB Investment Trust plans to raise up to US$750m in what will be India's first Investment Trust.The trust is being offered at an FY18 yield of 12%+. Though some of the assets with short concession periods will contribute disproportionately to EBITDA and cashflows. This puts the forward DPU at risk with low gearing being the only mitigating factor.In this insight, we will look at some of the Investment Trust regulations, run the deal through our framework and compare valuations versus benchmark yields and other REITs in Asia.

IRB Investment Trust plans to raise up to US$750m in what will be India's first Investment Trust.The trust is being offered at an FY18 yield of 12%+. Though some of the assets with short concession periods will contribute disproportionately to EBITDA and cashflows. This puts the forward DPU at risk with low gearing being the only mitigating factor.In this insight, we will look at some of the Investment Trust regulations, run the deal through our framework and compare valuations versus benchmark yields and other REITs in Asia.

IRB Investment Trust - When Even 12%+ Yield Is Probably Just About Enough

IRB InvIT Fund

IRB Investment Trust - When Even 12%+ Yield Is Probably Just About Enough