Vishal Mega Mart Pre-IPO - The Positives - One-Stop Shop
Vishal Mega Mart is planning to raise around US$950m through its upcoming IPO in India. In this note, we talk about the positive aspects of the deal.
823 Views
Goodman Group Placement - Large Shareholder Looking to Raise US$1.2bn but Discount Is Tight
CIC is looking to raise around US$1.2bn, via selling around 2.6% of its stake in Goodman Group (GMG AU) , via a block trade. In this note, we run...
735 Views
Kioxia IPO - Should Price at the Top, Though Peers Are Still Correcting
Kioxia Holdings (285A JP) is aiming to raise around US$840m (including over-allocation) in its Japan IPO. In this note, we talk about the IPO pricing.
698 Views
Tech Supply Chain Tracker (03-Dec-2024): Oct 2024: Notebook shipment update
October 2024 update: Strong notebook shipments, LED orders rising, TSMC advancing technology, MiTAC plans to diversify, SMIC driving China's...
327 Views
Kioxia Pre-IPO - Thoughts on Valuations
At the final price range kioxia still offers enough upside even from the top-end, even after we apply a discount to its valuation versus its listed...
825 Views