Toxic Cocktail
Increasing Systemic Risks:Events are moving quickly and the fluidity of this pandemic has created a destructive amount of market volatility,...
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🇯🇵 JAPAN • March Company Relative Price Scores - Playing the Extremes
 • RELATIVE PRICE SCORE - COMPANIES • RELATIVE PRICE SCORE OUTLIERS - The Relative Price Score (RPS) is a measure of price performance relative to...
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Aequitas: GO Inc IPO Trading - Strong Demand but Its Not Cheap
GO (581A JP) a leading taxi app in Japan, raised around US$550m via a secondary selldown in its Japan IPO. In this note, we talk about the deal...
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Risks In Leveraged Lending Skyrocketing - Watch For The Big Offload
The sell-off in 2H18 credit markets was widespread due to global slowdown fears and nearly culminated with Jefferies (JEF) in a Lehman-style event....
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Aequitas: GO Inc IPO - Final Thoughts on Valuations - Domestically Dominant, but Not at a Discount
GO (581A JP) a leading taxi app in Japan, aims to raise around US$550m via a secondary selldown in its Japan IPO. In this note, we talk about...
215 Views