Tryt IPO - Thoughts on Valuation - Even with Optimistics Forecasts, The Firm Isn’t Cheap
Tryt Inc (9164 JP) is looking to raise about US$460m in its Japan IPO. In this note, we will discuss our thoughts on valuation.
468 Views
Tryt IPO - Peer Comp - One of the Widest Margins Historically, but Has Lagged over the Track Record
Tryt Inc (9164 JP) is looking to raise about US$460m in its Japan IPO. We have looked at the company’s past performance in our earlier notes, in...
429 Views
Tryt IPO - The Negatives - Margins Have Consistently Narrowed and Gearing Could Cap Growth
Tryt Inc (9164 JP) is looking to raise about US$460m in its Japan IPO. In this note, we will talk about the not so positive aspects of the deal.
354 Views
Tryt IPO - The Positives - Supportive Macro Backdrop and Has Weathered the Pandemic Well
Tryt Inc (9164 JP) is looking to raise about US$460m in its Japan IPO. In this note, we will talk about the positive aspects of the deal.
394 Views
ECM Asia Takeaways from Hong Kong Investor Meetings - Rakuten, Growatt, JD Industrial and Others
We spent the second half of last week meeting ECM focused clients in Hong Kong. In this note, we talk about some of the investor feedback for live...
338 Views