Zomato IPO: Results Point to a Favourable Trajectory
Zomato will launch its IPO on 14 July to raise up to $1.3 billion. Overall, the FY21 results disclosed in the updated prospectus, support our view...
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PRC Shows DiDi Who's Boss: An Analysis of Adverse Regulatory Events on Stock Prices
Last week, I wrote about DiDi's regulatory risk. This week, it's worse. Hence the downgrade. But this is mostly an analysis of how regulatory...
461 Views
China ADRs - Kanzhun, Full Truck and Didi - Regulators Sending a Message
In a spate of three days, the Cyberspace Administration of China (CAC) has announced a cyber security review on three China tech companies. By...
474 Views
ECM Weekly (4th July 2021) - Xpeng, Medbot, Medlive, Brii Bio, CTOS, LinkDoc, Devyani, Manycore
Aequitas Research puts out a weekly update on the deals that have been covered by the team recently along with updates for upcoming IPOs.
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Softbank Group - Vision Fundās Public Companies on Wild Ride to End Quarter in the Black
Vision Fund's portfolio moved into the black for Q1 thanks to IPOs and some amazing qtr-end moves by a few VF stocks. Report includes updated...
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