Amer Sports Pre-IPO - The Negatives - COVID Rebound, Weak Margins
Amer Sports (AS US) plans to raise US$1bn in its US IPO. Proceeds will be used to pay down loans to Anta (2020 HK) led consortium. In this note, we...
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Amer Sports Pre-IPO - The Positives - Great Brands, Strong Growth
Amer Sports (AS US) plans to raise more than US$1bn in its US IPO. Proceeds will be used to pay down loans to Anta Sports Products (2020 HK) led...
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Keep IPO Valuation Analysis: The Minimum Offer Price Looks Attractive. Trading Debut: July 12, 2023
Founder-led fitness technology unicorn Keep set terms for Hong Kong IPO and plans to raise ~HK$667M at the high end of the range at HK$61.46/share....
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The Meteoric Rise of China's Hottest Fitness App Keep and Its Ambitious Plans to Go Public
Upcoming Keep IPO should deserve more attention from investors, given the company's massive opportunity, leadership position, competitive moat, and...
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Merion Road Capital Q3 2022 Investor Letter
Merion Road Capital Management LLC is a registered investment adviser. We focus on value-oriented investing through rigorous fundamental analysis...
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