Timee Pre-IPO - The Negatives - Competition Could Stiffen
Timee Inc (215A JP) is looking to raise US$290m from its Japan IPO. In this note, we will talk about the not so positive aspects of the deal.
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Downgrading Europe to Market Weight; Europe Indexes Still Bullish (Price); Bullish Outlook Intact
Downgrading Europe to Market Weight $FEZ $STOXX; Europe Still Bullish From a Price Perspective; Bullish Outlook Intact on $ACWI $EEM; Supports...
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Recruit: As We Said… Weakening Earnings
​Recruit's earnings beat consensus, but all three segments are expected to see further slowdown with weakening labor markets. As expected new...
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Upgrading Emerging Markets to Market Weight; China/Hong Kong Continue to Bottom; Energy Breakdowns
Upgrading Emerging Markets $EEM $VWO to Market Weight; China/Hong Kong Continue to Bottom $FXI $MCHI $KWEB; Lows Likely in on $ACWI; Commodities...
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ECM Weekly (29th Apr 2024) - IDEA, Kokusai, J&T, Krafton, Horizon, Oceana, ChaPanda, 99 Speed, Afcon
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
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