Timee (215A JP) IPO: The Bear Case
The bear case rests on rapidly slowing growth, an industry-low FCF profile, and a business model predicated on access to large funding and...
550 Views
Timee (215A JP) IPO: The Bull Case
The bull case rests on favourable market trends, best-in-class revenue growth, good retention rates, credible growth drivers, and top-quartile...
817 Views
ECM Weekly (1st July 2024)-Aisin, Mitsui, Japan Hotel, Allied Blenders, Webtoon, Hyundai India
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.
718 Views
Timee Pre-IPO - Peer Comparison - Stronger Growth Has Allowed It to Close the Margin Gap
Timee Inc (215A JP) is looking to raise US$290m from its Japan IPO. In an earlier note, we looked at the firm’s past performance. In this note, we...
680 Views
Timee Pre-IPO - The Negatives - Competition Could Stiffen
Timee Inc (215A JP) is looking to raise US$290m from its Japan IPO. In this note, we will talk about the not so positive aspects of the deal.
596 Views