Aequitas: Indo-MIM IPO Trading - Strong Overall Demand
Indo-MIM Ltd (IML) raised about US$395m in its India IPO. In this note, we talk about the demand and the trading dynamics.
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Aequitas: Jio Platforms Pre-IPO - The Negatives - Lower ARPU, Related Party
Jio Platforms (JPL) is looking to raise up to US$3.75bn in its upcoming India IPO. In this note, we talk about the not-so-positive aspects of the...
143 Views
Aequitas: Jio Platforms Pre-IPO - The Positives - The Long Planned Disruption
Jio Platforms (JPL) is looking to raise up to US$3.75bn in its upcoming India IPO. In this note, we talk about the positive aspects of the deal.
143 Views
Asia Ex-Japan Positioning: India & Tech at Record Highs
In this analysis, we provide a detailed overview of investor positioning among 96 active Asia Ex-Japan funds with combined AUM of $80bn.
394 Views
Lloyds Metals: No Longer Just a Mining Company
Lloyds diversifies beyond iron ore into pellets, DRI, and DRC copper-cobalt, shifting focus to conversion margins and integrated metals platform.
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