Analysis of new equity issuance (IPOs, Placements)

Equity Capital Markets

Actionable bottom-up long/short Insights on equities

Equity Bottom-Up

Analysis of unicorns, and other large, disruptive private companies

Private Capital Markets

Thematic (Sector/Industry)

Analysis of corporate actions with a defined catalyst, such as M&As, spin-offs, demergers, and discount arbitrage (e.g., holdco, share-class)

Event-Driven

India

Hong Kong

China

Malaysia

Philippines

Allcargo Logistics is an Indian logistics company that provides integrated logistics solutions globally, specializing in multimodal transport operations including Less-than-Container Load (LCL) consolidation, Full-Container Load (FCL) forwarding, and air freight services. The company also offers digital logistics solutions, warehousing, and contract logistics. It was founded in 1993 and is headquartered in Mumbai, India.

Delhivery is an Indian logistics and supply chain company that provides technology-enabled services, including express parcel delivery, part-truckload (PTL) and full-truckload (FTL) freight, integrated supply chain solutions, and warehousing. It offers comprehensive solutions for e-commerce and B2B commerce, leveraging a proprietary technology stack. The company was founded in May 2011 and is headquartered in Gurugram, Haryana, India.

Horizon Industrial Parks Limited (1327105D IN)

LEAP India Limited is looking to raise about US$272m in its upcoming India IPO. The deal will be run by JM Financial, Avendus, IIFL Capital and UBS.

LEAP India Limited is the largest on-demand asset pooling provider in India’s supply chain management sector, operating on a “share and reuse” model. The company owns and manages 13.57 m assets and a network of 7,747 customer touchpoints across the country.

Its main offerings include pallets, containers, and material handling equipment (MHE) such as forklifts and pallet trucks, which it rents to customers to improve logistics efficiency. LEAP serves a wide customer base across FMCG, food and beverage, automotive, e-commerce, textiles, and industrials, with clients including Coca-Cola, Marico, Panasonic, Haier, Daimler India, and Autoliv.

TVS Supply Chain Solutions is a leading India-based multinational supply chain solutions provider, specializing in managing complex supply chains across diverse industries through technology-driven solutions. The company offers integrated supply chain solutions, global forwarding, and last-mile delivery services. Headquartered in Chennai, India, it was incorporated in 2004.

Mahindra Logistics Limited provides logistics services. The Company offers transportation, warehousing, distribution, brokerage, supply chain management, freight forwarding, e-commerce, engineering, auto outbound, and value added services. Mahindra Logistics serves customers in India.

Time Technoplast is a multinational conglomerate that manufactures technology-based polymer and composite products. Its portfolio includes industrial packaging solutions, lifestyle products, automotive components, infrastructure products, material handling solutions, and composite cylinders. The company was founded in 1989 and is headquartered in Mumbai, India.

Hindustan Unilever Limited (HUL) is an Indian fast-moving consumer goods company that manufactures and sells a wide range of products, including foods, beverages, cleaning agents, and personal care items. It is a subsidiary of the Anglo-Dutch company Unilever, with leading brands like Surf Excel, Dove, Lifebuoy, and Lakmé. The company is headquartered in Mumbai, India, and was founded in 1933.

Embassy Office Parks REIT is India's first publicly listed Real Estate Investment Trust (REIT) and one of Asia's largest office REITs by area. It owns and operates a portfolio of high-quality office parks and city-center office buildings, focusing on leasing Grade A commercial real estate in major Indian tech hubs like Bengaluru, Mumbai, Pune, and the National Capital Region (NCR). The company was established on March 30, 2017, and its headquarters are in Bengaluru, Karnataka, India.

Supreme Industries Limited is India's largest plastics processing company, manufacturing a wide range of plastic products. Its core business activities span plastic piping systems, protective packaging, industrial components, and molded furniture. The company was founded in 1942 and is headquartered in Mumbai, India.

Industrials

Consumer Discretionary

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Consumer Staples

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Materials

IPOs and Placements coverage across Asia Pacific

Aequitas Research

We cover all listing across the Asia Pacific along with follow-up placements. As of Dec 2020, our team had covered 539 IPOs with a hit rate of 73.5% and 685 placements with a hit rate of 66.8%.

We combine fundamental bottom-up views with our proprietary quantitative framework to provide a holistic coverage across new listings and placements. Our coverage includes pre-IPO notes before the deal is launched, follow-up analysis once the deal is live and post-listing trading analysis as well.

APAC IPOs & Placements, Aequitas Research

Kajal Jain

At Aequitas we cover all IPOs and placements across Asia-Pac with a deal size of at least US$100m. As of Dec 2020, our team had covered 539 IPOs with a hit rate of 73.5% and 685 placements with a hit rate of 66.8%.

Kajal Jain
APAC IPOs & Placements
• Aequitas Research

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