Zensho Placement - Good Price to Raise At, at Least for the Company
Zensho Holdings (7550 JP) aims to raise around US$300m via a public offering. In this note, we talk about the deal dynamics and run the deal...
516 Views
Year-End Rally Underway; Many Bullish Reversals/False Breakdowns; Buys: Tech, Cons. Disc., RE, Steel
There is significant evidence that global equities $ACWI have bottomed, and a year-end rally has begun. It all started when we discussed that the...
574 Views
Nintendo (7974) | Stock Performance Ahead 'Switch 2' Speculation
Nintendo's Q2 results were okay, but full year guidance still short. The lack of normal share price cyclicality could limit the impact of the...
591 Views
Seibu Giken IPO Trading - Still Not Particularly Enticing
Seibu Giken (6223 JP) (SG) raised around US$93m in its Japan IPO after pricing at the top of its downward revised range. In this note we talk about...
514 Views
ECM Weekly (1st Oct 2023) - Cainiao, J&T, Kokusai, Seoul Guarantee, Ecopro, Leapmotor, Bajaj Finance
Aequitas Reserach puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
655 Views