Relative Value Opportunities in Asia-Pac, Pair Trade Roundup (6 Oct)
​Statistical methodology identifies nine pair trade opportunities across four markets and five sectors, offering unique insights into relative value.
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LG Electronics India IPO - RHP Updates and Peer Comparison Refresh.
LG Electronics (066570 KS) is looking to raise US$1.3bn via part-selling its stake in LG Electronics India. In this note, we talk about the...
579 Views
WeWork India IPO - Thoughts on Peer Comp and Valuation
WeWork India Management Ltd is looking to raise about US$338m in its India IPO. In this note, we talk about the peer comp and implied valuations in...
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Tata Capital IPO - Peer Comp and Thoughts on Valuation
Tata Capital Limited (TATACAP IN) is looking to raise up to US$1.7bn in its upcoming India IPO. In this note, we undertake a peer comparison and...
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Global Fund Positioning in Asia
Global funds stay structurally underweight Asia, with Japan and China leading the way. Taiwan Tech dominates sector overweights, while TSMC tops...
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