In today’s briefing:
- ECM Weekly (20th Jan 23) – HK Brokers, Wuxi, IQIYI, Anycol, Adani, WM Mot, LG Ene, AIn, Oasis, Perta
- Heico Corporation: Major Drivers
- TransDigm Group: Key Drivers
ECM Weekly (20th Jan 23) – HK Brokers, Wuxi, IQIYI, Anycol, Adani, WM Mot, LG Ene, AIn, Oasis, Perta
- Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
- Things are starting to pickup on the IPO front with the first somewhat sizeable US ADR filing done this week.
- Placements deal flow continued to stay strong this week, even as the performance didn’t.
Heico Corporation: Major Drivers
- Heico had another successful quarter and managed an all-around beat driven by record performance within the Flight Support Group.
- The Flight Support Group’s operating income and net sales have increased sequentially.
- Heico’s ETG Group finalized the acquisition of TRAD Tests & Radiations, a pioneer in the extremely specialized field of radiation engineering.
TransDigm Group: Key Drivers
- TransDigm managed to deliver yet another all-around beat in the recent result.
- Their value generation process heavily relies on their capital structure and allocations and has worked well in the post Covid environment.
- Baptista Research looks to evaluate the different factors that could influence the company’s price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.
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