In today’s briefing:
- Last Week in Event SPACE: Toshiba, Hutch Tel, SenseTime, Giordano, DTAC/True, Toyo Const., ResApp
- ECM Weekly (26th June 2022) – Tianqi, Thai Life, Thai Bev, ClouDr, ACommerce, SenseTime, SonaComstar
Last Week in Event SPACE: Toshiba, Hutch Tel, SenseTime, Giordano, DTAC/True, Toyo Const., ResApp
- There is a risk that the ¥7,000/share bid for Toshiba Corp (6502 JP) gets pulled/lowered in Round 2 because of due diligence, conditionality, market environment, etc.
- Hutchison Telecommunications Hong Kong Holdings (215 HK)‘s share price was up 33% month to date, on triple the average daily volume. Then promptly sheds 23% on an even larger volume.
- Even if one assumes that Softbank, Baba, and Cornerstones won’t sell, there is still 45% of SenseTime Group (20 HK) of shares out, worth US$11bn, unlocking next week.
ECM Weekly (26th June 2022) – Tianqi, Thai Life, Thai Bev, ClouDr, ACommerce, SenseTime, SonaComstar
- Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
- A few IPOs are lined up in Thailand and South Korea, in addition a number of deals are gearing up for launch.
- There were no major placements last week. Although there are a few large lockup releases soon.
Before it’s here, it’s on Smartkarma
