A Defensive Portfolio Prepared For The Wealth Effect’s Reversal
The top 10% account for around 50% of consumer spending in the US. This insight looks at the sectors and companies that could win and lose from the...
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Guzman IPO Lockup - Last of the Lockups for a US$750m+ Release
Guzman Y Gomez (GYG AU) raised around US$221m in its Australian IPO. Its final IPO linked lockup expiry is due soon. In this note we talk about its...
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Guzman IPO Lockup - Pop Done, Correction Ongoing, Now Time for the Lockup
Guzman Y Gomez (GYG AU) raised around US$221m in its Australian IPO. Its IPO linked partial lockup expiry is due soon, if they stock manages to...
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Guzman Y Gomez IPO Trading - Strong Demand, Not All Shares in Escrow
Guzman Y Gomez  raised around US$221m in its upsized Australian IPO. Demand was said to be strong, as per media reports. In this note, we talk...
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ECM Weekly (17th June 2024)-Shift Up, Webtoon, Quantum, Guzman, MaoGeping, Johor Plant, Telix, Atour
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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