Pan-Asia Catalysts/Events, Quiddity Advisors

David Blennerhassett

Pan-Asia Catalysts/Events

Quiddity Advisors

Event-Driven

<ul>
<li>EQT/DG lifted their Offer Price for <a href="https://www.smartkarma.com/entities/kakaku-com-inc" target="_blank" data-smartkarma-citation="entities:7408:1" rel="noopener">Kakaku.com (2371 JP)</a> to ¥3,450/share. This "obstructs" the Bain/LY deal, slightly, temporarily, but there are nuances within. Expect Bain/LY to come over the top.</li>
<li>
<a href="https://www.smartkarma.com/entities/prosus-nv" target="_blank" data-smartkarma-citation="entities:28104:1" rel="noopener">Prosus NV (PRX NA)</a> is cheap"  vs. <a href="https://www.smartkarma.com/entities/tencent-holdings-ltd" target="_blank" data-smartkarma-citation="entities:26:1" rel="noopener">Tencent (700 HK)</a>. And <a href="https://www.smartkarma.com/entities/naspers-ltd" target="_blank" data-smartkarma-citation="entities:21085:1" rel="noopener">Naspers (NPN SJ)</a> "rich" to Prosus. Look to long Prosus here, short Tencent here. Or long Prosus, short Naspers</li>
<li>Be comfortable medium-long-term with <a href="https://www.smartkarma.com/entities/mitsui-matsushima-co-ltd" target="_blank" data-smartkarma-citation="entities:13569:1" rel="noopener">Mitsui Matsushima (1518 JP)</a>'s super-cheap asset. And they have niche businesses in semiconductor/tech to spruce things up if people decide they want to run with it.</li>
</ul>


EQT/DG lifted their Offer Price for Kakaku.com (2371 JP) to ¥3,450/share. This "obstructs" the Bain/LY deal, slightly, temporarily, but there are nuances within. Expect Bain/LY to come over the top.

Prosus NV (PRX NA) is cheap"  vs. Tencent (700 HK). And Naspers (NPN SJ) "rich" to Prosus. Look to long Prosus here, short Tencent here. Or long Prosus, short Naspers
Be comfortable medium-long-term with Mitsui Matsushima (1518 JP)'s super-cheap asset. And they have niche businesses in semiconductor/tech to spruce things up if people decide they want to run with it.


Last Week In Event SPACE: Mitsui Matsushima, Prosus/Tencent/Naspers, Legend/Lenovo

APAC IPOs & Placements, Aequitas Research

Nicholas Tan

APAC IPOs & Placements

IPOs and Placements coverage across Asia Pacific

Aequitas Research

We cover all listing across the Asia Pacific along with follow-up placements. As of Dec 2020, our team had covered 539 IPOs with a hit rate of 73.5% and 685 placements with a hit rate of 66.8%.

We combine fundamental bottom-up views with our proprietary quantitative framework to provide a holistic coverage across new listings and placements. Our coverage includes pre-IPO notes before the deal is launched, follow-up analysis once the deal is live and post-listing trading analysis as well.

Equity Capital Markets

Centuria Capital / Equity Capital Markets

<ul>
<li>
<a href="https://www.smartkarma.com/entities/centuria-capital-group" target="_blank" data-smartkarma-citation="entities:15546:1" rel="noopener">Centuria Capital (CNI AU)</a>  is looking to raise US$200m in a primary offering. </li>
<li>The raising is to provide funding flexibility for ResetData and Centuria’s real estate equity and credit funds management platform.</li>
<li>In this note, we will talk about the placement and run the deal through our ECM framework.</li>
</ul>



Centuria Capital (CNI AU)  is looking to raise US$200m in a primary offering. 
The raising is to provide funding flexibility for ResetData and Centuria’s real estate equity and credit funds management platform.
In this note, we will talk about the placement and run the deal through our ECM framework.


Aequitas: Centuria Capital Placement - Riding the Sovereign AI Theme

Head of Research, IPOs & Placements, Aequitas Research

Sumeet Singh

Head of Research, IPOs & Placements

<ul>
<li>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.</li>
<li>On the IPO front, <a href="https://www.smartkarma.com/entities/space-exploration-technologies-corp-spacex" target="_blank" data-smartkarma-citation="entities:33284:1" rel="noopener">SpaceX (SPCX US)</a> is set to hog the limelight this week with pricing set to be announced on the 4th of June</li>
<li>There were a few placements over the past week, while we also had a look at some of the upcoming lockup expiries.</li>
</ul>


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.
On the IPO front, SpaceX (SPCX US) is set to hog the limelight this week with pricing set to be announced on the 4th of June
There were a few placements over the past week, while we also had a look at some of the upcoming lockup expiries.


Aequitas ECM Weekly (1 June 2026) - SpaceX, GO, Dajin, SharonAI, KK Mart, CIG, Kbank, Ultragreen

United States

SharonAI Holdings Inc. operates as a holding company. The Company, through its subsidiaries, provides GPU-as-service solution designed for high-performance computing and artificial intelligence projects. SharonAI Holdings serves clients in the United States and Australia.

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SharonAI Holdings (SHAZ US)

Last Week In Event SPACE: Mitsui Matsushima, Prosus/Tencent/Naspers, Legend/Lenovo

It’s Sunday! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed during the...

David Blennerhassett

Aequitas: Centuria Capital Placement - Riding the Sovereign AI Theme

Centuria Capital is looking to raise US$200m in a primary offering. In this note, we will talk about the placement and run the deal through our ECM...

Nicholas Tan

Aequitas ECM Weekly (1 June 2026) - SpaceX, GO, Dajin, SharonAI, KK Mart, CIG, Kbank, Ultragreen

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.

Sumeet Singh

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