Kayou Pre-IPO - The Negatives - Unexplained 9M23 Slump
Kayou is looking to raise up to US$500m in its upcoming HK IPO. In this note, we talk about the not-so-positive aspects of the deal.
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WT Microelectronics Placement - Wouldn't Be Difficult to Digest
WT Microelectronics has just launched a US$341m GDR offer today (9th Apr 2024). We wrote on its earlier secondary block deal in Nov 2023 here.
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OceanaGold Philippines IPO - Small yet Asking for a Lot
OceanaGold Philippines (OGCP000D PM) is looking to raise up to US$140m in its Philippines IPO. In this note, we talk about the company’s historical...
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ECM Weekly (8th Apr 2024) - Hyundai Marine, Waaree Energies, Horizon Robotics, Bharti Hexacom
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs. This week...
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March Themes and Thematic Portfolio Review
We review overall market performance, our investment themes, highlighting additions and substractions in the thematic portfolio
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