US IPOs and Secondary Offerings, IPO Boutique

IPO Boutique

For more than 20 years, we have been providing research, analysis, commentary and ratings on US Equity Capital Markets to institutional investors (US IPOs and Secondary Offerings). Our vast network of contacts across the Equity Capital Markets and attention-to-detail sets us apart from our competitors.

Since 2012, we have achieved a successful hit rating on 89% of Buy-rated IPOs. The collective “Buy” ratings averaged a first trade of 16.3% above issue.Our Neutral Rated Deals averaged just 2% above the issue price at first trade.

Our written research includes pre-IPO notes before the deal is launched, follow-up analysis once the deal is live and post-listing trading analysis as well.

In addition, we provide a high-touch premium desk access which includes analyst access, as well as real time insights on US IPOs as well as secondary offerings.

US IPOs and Secondary Offerings

AGI Inc. (AGBK): Caution Needed Around Brazilian Fintech IPO Following Comp Underperformance

AGI Inc. (AGBK): Brazilian Fintech Struggles to Find Footing in U.S. IPO Market

AGI Inc. (AGBK): Brazilian Fintech Sets Terms for IPO, Seeking up to $3.3b Valuation

IPOs and Secondary Offerings

Equity Capital Markets

<ul>
<li>Shares have declined nearly 50% from the IPO price, reflecting weak sentiment toward Brazilian fintechs and continued selling pressure following the offering.</li>
<li>Operational performance remains relatively stable, with an EPS beat in the latest quarter offset by weaker-than-expected revenue growth.</li>
<li>The significantly lower valuation creates a more compelling entry point, though competitive and geographic risks remain elevated.</li>
</ul>


Shares have declined nearly 50% from the IPO price, reflecting weak sentiment toward Brazilian fintechs and continued selling pressure following the offering.
Operational performance remains relatively stable, with an EPS beat in the latest quarter offset by weaker-than-expected revenue growth.
The significantly lower valuation creates a more compelling entry point, though competitive and geographic risks remain elevated.


AGI Inc. (AGBK):  Six Months Later: Disappointment to Deep Value, Valuation Comes Down