DigiCo Infrastructure REIT IPO - Looks Decent - After All the Adjustments
DigiCo REIT (DIGICO AU) is looking to raise around US$1.3bn in its Australian IPO. In this note, we look at the company's valuations.
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Kioxia IPO - Should Price at the Top, Though Peers Are Still Correcting
Kioxia Holdings (285A JP) is aiming to raise around US$840m (including over-allocation) in its Japan IPO. In this note, we talk about the IPO pricing.
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Kioxia Pre-IPO - Thoughts on Valuations
At the final price range kioxia still offers enough upside even from the top-end, even after we apply a discount to its valuation versus its listed...
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SHEIN and Temu: Higher Tariffs Under 2nd Trump Admin an Additional Threat Beyond "De Minimis" Reform
Despite noise from the new US administration regarding additional tariffs on imported Chinese goods, the bigger threat to SHEIN and Temu remains...
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Global Stock Positioning: MSFT Dominates, Mag7 Record U/W, Apple Inflows, Tobacco Uninvestable?
The latest in stock-level investor positioning among over 300 active Global funds. We explore the AI boom, key over/underweights, Tobacco's...
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