ECM Weekly (28 Apr 2025) - Ather, DN Solutions, Lotte, BenQ, Dorf-Ketal, Hi-Think, Kakao, Waaree
Aequitas Research's weekly update on the IPOs, placements, lockup expiry and other ECM linked events that were covered by the team over the past week.
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Kakao Corp Placement - Momentum Isn’t Great but It Is a Small Deal
SK Telecom (017670 KS) plans to raise around US$280m via selling its 2%+ stake in Kakao Corp (035720 KS). In this note, we talk about the deal...
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Kakao Corp: Insiders Are Buying and Cancellation of Treasury Shares
Kakao Corp (035720 KS) has two near-term positive catalysts. First is treasury shares cancellation. Second is insiders buying of its shares.
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JD Industrials IPO Trading - Decent Pricing but Weakish Demand
JD Industrials (7618 HK) raised around US$383m, after pricing in its Hong Kong IPO at the mid-point. Demand overall was weakish.
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Near-Term Value-Up Plays in the Pipeline: Samsung Electronics & Kakao
This post covers near-term value-up plays in the pipeline — and the market’s buzzing about two heavyweights: Samsung Electronics and Kakao.
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