Aequitas Research

2 months ago | smartkarma.com | Smartkarma Content |Sanghyun Park |Ke Yan |Aequitas Research

1. Korea’s Financial Regs Drop New IPO Allocation and Delisting Rules: What It Means and What to ExpectWe might see a liquidity crunch post-listing, with tighter regulations and mandatory holding drying up liquidity, causing more volatile price swings. Big local players with heavy lock-ups will take a large allocation, creating significant overhang risk at the six-month mark. Stronger IPO eligibility boosts costs, pushing funds toward riskier trades. Overall, this feels like a quick fix.

Jan 19, 2025 | smartkarma.com | Smartkarma Content |Sumeet Singh |Aequitas Research |Daniel Hellberg

This weekly newsletter pulls together summaries of the top ten most-read Insights across Equity Capital Markets on Smartkarma. 1. Aequitas 2025 Asia IPO Pipeline – ASEAN, ANZ, ADRsIn this note, we will take a look at the Asia Pacific IPO pipeline for 2025, with a look at ASEAN, ANZ and ADRs. This list has been compiled on a best effort basis from tracking the company filings and through various other sources. The deals you see in this note are only a part of our full IPO pipeline tracker.

Dec 8, 2024 | smartkarma.com | Smartkarma Content |Sumeet Singh |Aequitas Research |Shifara Samsudeen

This weekly newsletter pulls together summaries of the top ten most-read Insights across Equity Capital Markets on Smartkarma. 1. Kioxia IPO – Should Price at the Top, Though Peers Are Still Correcting Kioxia Holdings (285A JP) is aiming to raise around US$840m (including over-allocation) in its Japan IPO. It was the world’s largest pure-play NAND flash memory supplier, in terms of both revenue and unit shipments in 2023, according to TechInsights.

Nov 24, 2024 | smartkarma.com | Smartkarma Content |Sumeet Singh |Aequitas Research |Arun George

This weekly newsletter pulls together summaries of the top ten most-read Insights across Equity Capital Markets on Smartkarma. 1. SF Holdings A/H Listing – Lower End Looks Digestable S.F. Holding (002352 CH), China’s largest express delivery company, is now looking to raise around US$800m in its H-share listing in Hong Kong. SFH is the largest integrated express logistics service provider in China and the fourth largest in the world. It has been listed on the Shenzhen Stock Exchange since 2017.

Oct 20, 2024 | smartkarma.com | Smartkarma Content |Arun George |Sumeet Singh |Aequitas Research

This weekly newsletter pulls together summaries of the top ten most-read Insights across Equity Capital Markets on Smartkarma. 1. Hyundai Motor India IPO: Valuation Insights Hyundai Motor India (1342Z IN), a subsidiary of Hyundai Motor (005385 KS), aims to raise up to US$3.3 billion at a valuation of US$19 billion. We previously discussed the IPO in Hyundai Motor India IPO: The Bull Case, Hyundai Motor India IPO: The Bear Case and Hyundai Motor India IPO: The Investment Case.