In today’s briefing:
- Anycolor (5032 JP) Shareholder Structure Now And Future
- Avalon Technologies Pre-IPO – Sales Concentrated on a Handful. Market Tailwind Could Be Overstated
- Oasis Corporation IPO – Peer Comparison – Smallest in Scale but Largest in Profitability
Anycolor (5032 JP) Shareholder Structure Now And Future
- Anycolor (5032 JP) is conducting a Secondary Offering so that three major pre-IPO shareholders can sell their shares. Legend Capital, Skyland Ventures, and Highsino Group are selling.
- That should bring minimum publicly-traded longs to 6.3685mm shares, but it could easily be higher.
- Based on the most conservative read of all the data, Real World Float is a net 21.2% after this offering. In reality, probably higher. But there’s still overhang.
Avalon Technologies Pre-IPO – Sales Concentrated on a Handful. Market Tailwind Could Be Overstated
- Avalon Technologies (6594468Z IN) is looking to raise about US$130m in its upcoming India IPO. The IPO is expected to consist of both a fresh issue and a secondary portion.
- Avalon Tech (Avalon) is a vertically integrated electronic manufacturing services (EMS) firm delivering box build solutions in India.
- As per F&S, the firm is one of the leading domestic EMS companies with end-to-end capabilities offering a full stack product and solution suite.
Oasis Corporation IPO – Peer Comparison – Smallest in Scale but Largest in Profitability
- OASIS Corp (370190 KS) is looking to raise up to US$166m in its upcoming Korea IPO.
- Oasis Corporation is an early morning delivery service business that delivers fresh food to consumers. It runs an e-commerce platform named ‘Oasis Market’ as well as offline stores.
- In our previous notes, we looked at the company’s past performance. In this note, we talk about peer comparison.
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