Mynt (GCash) IPO: Valuation Insights
GCash (Mynt) is the No.1 finance super app in the Philippines. It is seeking to raise US$1.3 billion. In this note, I present my forecasts and...
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Aequitas ECM Weekly (10 August 2026)- HK Trip Notes, Innolight, Shein, Manipal, Leap, LIC, Bizlink
Aequitas Research's weekly update on the IPOs, placements, lockup expiry and other ECM linked events that were covered by the team over the past week.
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CX Daily: China’s Hunt for Strategic New Energy Minerals
Cover Story: China’s hunt for strategic new-energy minerals. China’s localities spent hundreds of billions of yuan on pandemic. Chinese real estate...
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Payment Companies – 2022 in Review, Our High Conviction Calls for 2023
For 2023, we favour Visa in the card network megacaps, adding Wise to the buys and we stick with PagSeguro; for shorts, we remain negative on...
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Aequitas: Juniper Green Energy IPO Trading - Subdued Demand
Juniper Green Energy Ltd (JGEL) raised about US$187m in its India IPO. In this note, we talk about the demand and the trading dynamics.
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