IPOs and Catalysts/Events, Global Equity Research Ltd

Arun George

IPOs and Catalysts/Events

Uncompromised, Independent, Conflict-Free Research

Global Equity Research Ltd

Global Equity Research was started in 2017 by a group of experienced research professionals. It was founded on a passionate belief in the importance and the need for uncompromised, independent, conflict-free research. We aim to provide differentiated and actionable primary and bottom up fundamental research.

Equity Capital Markets

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<li>
<a href="https://www.smartkarma.com/entities/hesai-group" target="_blank" data-smartkarma-citation="entities:36743:1" rel="noopener">Hesai Group (HSAI US)</a> has launched a Nasdaq IPO to raise up to US$171 million at an indicative price range of US$17-19 per ADS.</li>
<li>Hesai is a global leader in LiDAR technology for autonomous driving and ADAS. In the ADAS market, Hesai is the global leader in terms of shipment volume in 2022.</li>
<li>The key elements of the bull case rest on a solid competitive positioning, large addressable markets, high growth and a strong balance sheet.</li>
</ul>



Hesai Group (HSAI US) has launched a Nasdaq IPO to raise up to US$171 million at an indicative price range of US$17-19 per ADS.
Hesai is a global leader in LiDAR technology for autonomous driving and ADAS. In the ADAS market, Hesai is the global leader in terms of shipment volume in 2022.
The key elements of the bull case rest on a solid competitive positioning, large addressable markets, high growth and a strong balance sheet.


Technology augmented investing

Lazarus Goh

Augmenting fundamental investing with technology

Open Diligence

We aim to a) increase the efficacy of investment processes with technology and b) utilize alternative data to gain an additional perspective on equity names

Thematic (Sector/Industry)

<p>We programmatically scanned through all company filings in the US to find companies that have exposure to the autonomous driving thematic play. The output is 45 companies that have varying relevance across the autonomous driving value chain.</p>

We programmatically scanned through all company filings in the US to find companies that have exposure to the autonomous driving thematic play. The output is 45 companies that have varying relevance across the autonomous driving value chain.

"Autonomous Driving" Thematic Exposure and Where to Find Them (Autos)

United States

Microvision, Inc. develops miniature display and imaging engines based on an integrated photonics module (IPM) in the United States and internationally. The Company's IPM's utilize two dimensional micro-electrical mechanical system (MEMS) light scanning technologies, lasers, optics, and electronics to create video or still images from a small form factor.

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MicroVision Inc (MVIS US)

Hesai Group IPO: The Bull Case

The key elements of the bull case rest on a solid competitive positioning, large addressable markets, high growth and a strong balance sheet.

Arun George

"Autonomous Driving" Thematic Exposure and Where to Find Them (Autos)

Which companies have exposure to the autonomous driving value chain? We programmatically scanned through US annual reports and found 45 US...

Lazarus Goh

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