Appier – A Little Bit Special
Appier generated a positive EBITDA for the first time in 3Q and returned to QoQ growth prompting a 28% share price gain but with REAL AI technology...
426 Views
Money Forward (3994) - 30% Upside Despite Slower Growth
We take a deeper look at the underlying SaaS metrics for MF Business and note some slowing in key KPIs. Even so, on a more conservative growth...
301 Views
ECM Weekly (3rd October 2021) - MicroPort Medbot, MicroTech Med, Airdoc, Abbisko, FWD, PHC Hldgs
Aequitas Research puts out a weekly update on the deals that have been covered by the team recently along with updates for upcoming IPOs.
647 Views
PHC Holdings IPO - Should Have Cut the Price, Not Just the Size
PHC Holdings and its shareholders aim to raise around US$700m, down from US$1.8bn, via selling a mix of primary and secondary shares in its Japan IPO.
506 Views
Appier Offering – Profile Remains Attractive
We believe consensus underestimates the potential margins for Appier and thus consider the current pricing to be attractive.
410 Views