APAC IPOs & Placements, Aequitas Research

Akshat Shah

APAC IPOs & Placements

IPOs and Placements coverage across Asia Pacific

Aequitas Research

We cover all listing across the Asia Pacific along with follow-up placements. As of Dec 2020, our team had covered 539 IPOs with a hit rate of 73.5% and 685 placements with a hit rate of 66.8%.

We combine fundamental bottom-up views with our proprietary quantitative framework to provide a holistic coverage across new listings and placements. Our coverage includes pre-IPO notes before the deal is launched, follow-up analysis once the deal is live and post-listing trading analysis as well.

Equity Capital Markets

Lotte Global Logistics / Equity Capital Markets

<ul>
<li>
<a href="https://www.smartkarma.com/entities/lotte-global-logistics-co" target="_blank" data-smartkarma-citation="entities:45000:1" rel="noopener">Lotte Global Logistics (LGG KS)</a> aims to raise around US$140m in its Korea IPO via selling a mix of primary and secondary shares.</li>
<li>Lotte Global Logistics is a logistics and shipping company engaged in a comprehensive logistics service business including courier service, land transportation, 3PL, port loading and unloading, and international logistics.</li>
<li>In this note, we talk about the company’s historical performance.</li>
</ul>



Lotte Global Logistics (LGG KS) aims to raise around US$140m in its Korea IPO via selling a mix of primary and secondary shares.
Lotte Global Logistics is a logistics and shipping company engaged in a comprehensive logistics service business including courier service, land transportation, 3PL, port loading and unloading, and international logistics.
In this note, we talk about the company’s historical performance.


Lotte Logistics Pre-IPO - Sluggish Revenues, High Dependence on Group Affiliates

Korea / Special Situations, Clepsydra Capital

Sanghyun Park

Korea / Special Situations

Korea / Special Sits, Pairs, Index Rebalancing

Clepsydra Capital

Investigate special situations, pairs, and index rebalancing trades in Korea.

<ul>
<li>LG Electronics has already picked the bankers for the Indian IPO. JP Morgan and Morgan Stanley are on board as the lead underwriters, along with two unnamed local Indian banks.</li>
<li>LGEIL is aiming to submit the Draft Red Herring Prospectus (DRHP) to India's SEBI by the fourth quarter of this year.</li>
<li>LG Electronics plans to raise about USD 700 million by selling around 25% of its stake in a secondary offering.</li>
</ul>


LG Electronics has already picked the bankers for the Indian IPO. JP Morgan and Morgan Stanley are on board as the lead underwriters, along with two unnamed local Indian banks.
LGEIL is aiming to submit the Draft Red Herring Prospectus (DRHP) to India's SEBI by the fourth quarter of this year.
LG Electronics plans to raise about USD 700 million by selling around 25% of its stake in a secondary offering.


Latest Information on LG Electronics India Subsidiary's IPO on the Indian Stock Market

Event-Driven

This post is about what's being heard inside Lotte Chemical wrt Hitachi Chemical. Invest Chosun put out a noteworthy report on LotChem's Hitachi pursuit. <a href="http://www.investchosun.com/2019/09/16/3241586" target="_blank" rel="noopener">Here is the link</a>. This post is mainly based on this Invest Chosun report as well as what I found from the local online communities.

This post is about what's being heard inside Lotte Chemical wrt Hitachi Chemical. Invest Chosun put out a noteworthy report on LotChem's Hitachi pursuit. Here is the link. This post is mainly based on this Invest Chosun report as well as what I found from the local online communities.

Founder, Riedel Research

David Riedel

Founder

Independent equity research on GEM Markets

Riedel Research

Riedel provides equity research and analysis to leading financial organizations. By becoming members of a region (Asia, Latin America, Emerging Europe or Global), organizations have access to an integrated set of services including:

Regular company coverage reports
Up-to-date investment decision advice (buy, hold, sell)
Monthly regional and global conference calls
Customized company reports and unlimited on-line access to the program's services.

Riedel provides research coverage of companies across the full range of market capitalization. Experienced research professionals in each market develop company reports and analysis as well as earnings models and projections. Ratings are Buy, Hold and Sell with a focus on compelling investment ideas - both long and short. Downloadable, dynamic earnings models are built to facilitate sensitivity analysis.

Please feel free to contact us for complimentary access to our written research.  We want to show you that our unique research flow can add value and help develop a long-term, high value-add relationship.

Riedel's model focuses on providing clients with unique insights and consulting in addition to unlimited access to all produced research This model allows members to receive exponential benefits for their retainer fees.

Equity Bottom-Up

<ul class="ul1">
<li class="li1">Malaysian equities had a solid performance in the first half.  We believe economic and political trends support further upside.</li>
<li class="li1">In the first half the Malaysian index was up nearly 8% and the Ringgit strengthened over 3% against the USD.</li>
<li class="li1">Economic growth has been solid and the World Bank recently increased their growth expectations for 2017 and 2018.</li>
<li class="li1">The local market has been anxious about the impact of elections being called.  Elections must happen before the end of the current term in mid-2018</li>
<li class="li1">
We…</li>
</ul>


Malaysian equities had a solid performance in the first half.  We believe economic and political trends support further upside.
In the first half the Malaysian index was up nearly 8% and the Ringgit strengthened over 3% against the USD.
Economic growth has been solid and the World Bank recently increased their growth expectations for 2017 and 2018.
The local market has been anxious about the impact of elections being called.  Elections must happen before the end of the current term in mid-2018

We…


Actionable Ideas in Malaysia - Politics and Economics Will Drive Strong 2H17

Zhen Zhou, Toh

Smartkarma

Smartkarma unites the fragmented investment industry, connecting institutional investors, independent research providers, and corporates within a single network.

Research Reinvented

The Smartkarma ECM Team puts out a weekly update on the deals we have covered recently, along with updates for upcoming IPOs.<div class="content-highlight">This week, IPOs have been affected by tepid demand and price sensitivity from institutional investors. <a href="https://www.smartkarma.com/entities/24206" target="_blank" data-smartkarma-citation="entities:24206:1">RKE International Holdings Limited (3682 HK)</a> listing was pulled, the first in Hong Kong since Goodbaby China, while <a href="https://www.smartkarma.com/entities/24159" target="_blank" data-smartkarma-citation="entities:24159:1">Lotte Chemical Titan Holding Berhad (TTNP MK)</a>'s price range was widened to MYR6.50 - 8.00 and subsequently priced at MYR6.50. Another case of price…</div>

The Smartkarma ECM Team puts out a weekly update on the deals we have covered recently, along with updates for upcoming IPOs.This week, IPOs have been affected by tepid demand and price sensitivity from institutional investors. RKE International Holdings Limited (3682 HK) listing was pulled, the first in Hong Kong since Goodbaby China, while Lotte Chemical Titan Holding Berhad (TTNP MK)'s price range was widened to MYR6.50 - 8.00 and subsequently priced at MYR6.50. Another case of price…

Smartkarma: ECM Coverage Weekly Update (8 July 2017)

Malaysia

Lotte Chemical Titan Holding Berhad operates as a holding company. The Company, through its subsidiaries, offers polyethylene, ethylene, benzene, toluene, and other chemicals.

Lotte Chemical Titan Holding Berhad (TTNP MK)

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Lotte Chemical Titan Holding Berhad (TTNP MK)

Lotte Logistics Pre-IPO - Sluggish Revenues, High Dependence on Group Affiliates

Lotte Global Logistics (LGG KS) aims to raise around US$140m in its Korea IPO via selling a mix of primary and secondary shares.

Akshat Shah

Latest Information on LG Electronics India Subsidiary's IPO on the Indian Stock Market

This post offers the latest updates from Korea's local media and industry sources about the upcoming IPO of LG Electronics' Indian subsidiary on...

Sanghyun Park

Update on Lotte Chem & Hitachi Chem

This post is about what's being heard inside Lotte Chemical wrt Hitachi Chemical. Invest Chosun put out a noteworthy report on LotChem's Hitachi...

Sanghyun Park

Actionable Ideas in Malaysia - Politics and Economics Will Drive Strong 2H17

Malaysian equities had a solid performance in the first half. We believe economic and political trends support further upside. In the first half...

David Riedel

Smartkarma: ECM Coverage Weekly Update (8 July 2017)

The Smartkarma ECM Team puts out a weekly update on the deals we have covered recently, along with updates for upcoming IPOs.This week, IPOs have...

Zhen Zhou, Toh

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)