Asia Financials: The Fallout from SVB and Silvergate | Where's the Biggest Asset/Liability Mismatch?
For the most part, we expect Asia financial names to be able to withstand the SVB / Silvergate fallout. But risks in ALM are reminiscent of what...
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FWD IPO - Valuation Down but Its Difficult to Get Excited About It
FWD Group, a pan-Asian life insurer founded by Richard Li, aims to raise around US$442m in its HK IPO. In this note, we talk about the IPO pricing.
692 Views
Sunshine Insurance Group IPO Lock-Up - US$5.3bn Lockup Release Tomorrow, with No Liquidity
Sunshine Insurance Group (6963 HK) (SIG), a life, health and P&C insurance company, raised around US$850m in its HK IPO in Dec 2022. Its IPO linked...
536 Views
Sunshine Insurance Group IPO Trading - No Demand - Still Needs to Correct by 50%
Sunshine Insurance Group (SIG), a life, health and P&C insurance company, raised around US$850m in its HK IPO. In this note, we talk about the...
682 Views
Sunshine Insurance Group IPO - Needs to Correct by Only 50%
Sunshine Insurance Group (SIG), a life, health and P&C insurance company, aims to raise around US$950m in its HK IPO. In this note, we talk about...
520 Views