ECM Weekly (24th Apr 22) - Sk Shieldus, One Store, LIC, Campus, Rainbow, Zhihu, LG Energy, Shin Kong
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
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Japan E-Commerce Wars Intensify Among the Big 3 Online Platforms
The intensity of competition between the big 3 in e-commerce (Amazon, Rakuten, Z Holdings) means that all are investing heavily. Amazon leads but...
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Rakuten (4755 JP) | Time to Cover the Shorts
We expect a re-rating of the share price on a recovery in the mobile business over the next couple of quarters. Our SOTP valuation suggests 60%+...
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Tencent: Investments up as Valuations Drop, Room for Another Significant Special in Specie Dividend
In this insight, we analyse Tencent’s recent investment activity and notable investee holdings to evaluate the potential for another meaningful...
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One Store IPO - Refiling Updates, No Change to Price Tag
ONE Store (ONE KS) is looking to raise up to US$228m in its Korean IPO. One Store delayed its bookbuild by two weeks, with book building slated to...
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