Aequitas: ECM Asia Takeaways from Hong Kong Investor Meetings- Innolight, Shein, A/H Listings, Gcash
We spent the past week meeting ECM focused clients in Hong Kong. This note contains some of the key takeaways from the upcoming listings.
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PayPay Corporation (PAYP): Post 180 Day: IPO Honeymoon Over, But Fundamentals Are Starting to Shine
PayPay's stock has taken investors on a wild six-month ride, but improving earnings and guidance suggest the business may be stronger than the post...
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PayPay (PAYP US): Synthetic Expert Call Transcript (08 Sep 2026)
PayPay’s $10.5 billion lockup release on September 8, 2026, presents a massive structural overhang of approximately 590 days of average daily...
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Aequitas: PayPay Lockup Expiry - US$10.5bn Lockup Release
PayPay (PAYP US) (PP), a payments and financial services platform, raised around US$880m in its US IPO in March 2026, the lockup on its...
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Primer: PayPay (PAYP US) - Aug 2026
PayPay has established a dominant position in Japan's rapidly growing mobile payments market, leveraging a massive user base and strong brand...
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