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Jan 12, 2025 | 
smartkarma.com | Smartkarma Content |Arun George |Andrei Zakharov |Clarence Chu
This weekly newsletter pulls together summaries of the top ten most-read Insights across Equity Capital Markets on Smartkarma. 1. LG CNS IPO: Valuation Insights LG CNS (LGCNSZ KS), the IT service unit of LG Corp (003550 KS), seeks to raise up to US$837 million through a primary/secondary offering. We previously discussed the IPO in LG CNS IPO: The Bull Case and LG CNS IPO: The Bear Case. We examine the syndicate’s valuation methodology.
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Dec 9, 2024 | 
smartkarma.com | Sumeet Singh |Douglas Kim |Andrei Zakharov
In today’s briefing:Mao Geping Cosmetics IPO Trading – Highest Demand for This YearVishal Mega Mart IPO – Showcasing the Wrong Peers, Somewhat Limited UpsideLG Electronics India IPO PreviewLG Electronics India Pre-IPO TearsheetServiceTitan Valuation Analysis: Attractive First-Day Return, Initial Price Range: $52.00-$57.00Mao Geping Cosmetics IPO Trading – Highest Demand for This Year Mao Geping Cosmetics raised around US$345m in its Hong Kong IPO.
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Dec 4, 2024 | 
smartkarma.com | Clarence Chu |Shifara Samsudeen |Rosita Fernandes |Andrei Zakharov
In today’s briefing: Auckland Airport Placement – NZ$1.3bn (US$770m) Cleanup Sale Will Remove the Overhang Kioxia IPO: Peer Comparison and Valuation Freetech Intelligent Technology Ltd Pre-IPO Tearsheet Shenzhen Yuejiang Technology IPO: PHIP and Valuation Updates, High Valuations and A Higher TAM Pre-IPO Mao Geping Cosmetics (PHIP Updates) – Some Points Worth the Attention Auckland Airport Placement – NZ$1.3bn (US$770m) Cleanup Sale Will Remove the Overhang Auckland Council is looking to...
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Nov 24, 2024 | 
smartkarma.com | Arun George |David Blennerhassett |Xinyao Wang |Andrei Zakharov
In today’s briefing: Henlius (2696 HK): NDRC Approval Should Calm Nerves Henlius (2696 HK): The Spread Should Narrow After NDRC Approval China Healthcare Weekly (Nov.24) – 10th VBP, Biotech Valuation Logic, China Resources Reorganization Jiangxi Rimag Group Lock-Up Expiry: Cornerstone Investor May Sell Shares After 200%+ Post-IPO Gains UMP Healthcare (722 HK): Postcard From Hong Kong and Webinar Updates Henlius (2696 HK): NDRC Approval Should Calm Nerves Due to several factors, the gross...
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Nov 20, 2024 | 
smartkarma.com | Sumeet Singh |Akshat Shah |Andrei Zakharov |Xinyao Wang
In today’s briefing: FineToday Pre-IPO – The Positives – Established Brands Across Multiple Regions Zinka Logistics IPO Trading – Subdued Demand; Lags Recent Listings CiDi IPO Valuation Analysis: High Valuation Is Warranted Due To Unicorn Status/Hyper Growth Profile Pre-IPO Mokingran Jewellery Group (PHIP Updates) – Some Points Worth the Attention FineToday Pre-IPO – The Positives – Established Brands Across Multiple Regions CVC Capital is aiming to raise over US$500m, via selling some of its...
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Nov 16, 2024 | 
smartkarma.com | Daniel Hellberg |Andrei Zakharov
In today’s briefing:SF Holding Pre-IPO: Three Important Issues for Long-Term Investors to ConsiderPony AI IPO Pricing: The Bottom Of a Range Looks Reasonable After WeRide’s Mixed DebutSF Holding Pre-IPO: Three Important Issues for Long-Term Investors to ConsiderSF Holding’s domestic parcel volumes have grown slower than overall market volumes recently; is this strategic, or simply a loss of share?
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Oct 23, 2024 | 
smartkarma.com | Sumeet Singh |Leonard Law |Osbert Tang |Andrei Zakharov
In today’s briefing:Pony AI Pre-IPO – The Positives – Scaling up Robotaxi & RobotrucksHorizon Robotics IPO Trading – More than 55% of the Deal Taken up by Existing ShareholdersShui On Land – ESG Report – Lucror AnalyticsSITC International (1308 HK): UnbeatablePony AI IPO Preview: Small Scale and Early Stage Development. Is Exponential Growth Ahead?
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Oct 23, 2024 | 
smartkarma.com | Sanghyun Park |Sumeet Singh |Nicolas Baratte |Andrei Zakharov
In today’s briefing:Surging Buzz Around the Potential Split of Samsung ElectronicsPony AI Pre-IPO – The Positives – Scaling up Robotaxi & RobotrucksHorizon Robotics IPO Trading – More than 55% of the Deal Taken up by Existing ShareholdersTexas Instrument: Small Beat in 3Q24, Uninspiring 4Q Guidance, the Stock Is Very Expensive. Tech Supply Chain Tracker (24-Oct-2024): 2025+ global smartphone forecast. Pony AI IPO Preview: Small Scale and Early Stage Development. Is Exponential Growth Ahead?
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Oct 17, 2024 | 
smartkarma.com | Arun George |David Blennerhassett |Shifara Samsudeen |Andrei Zakharov
In today’s briefing:Horizon Robotics (9660 HK) IPO: The Bull CaseBeijing Capital Grand (1329 HK): Beijing Capital Land Offer? CR Beverage IPO: Forecasts and ValuationHorizon Robotics IPO (9660.HK): Global Offering and Valuation UpdateMorning Views Asia: Vedanta ResourcesBeijing Capital Grand (1329 HK): An Offer from Beijing Capital Land?
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Oct 15, 2024 | 
smartkarma.com | Sumeet Singh |Arun George |Andrei Zakharov |Shifara Samsudeen
In today’s briefing: China Resources Beverage IPO – Volatility Makes Pricing a Bit Tricky CR Beverage (2460 HK) IPO: Valuation Insights CR Beverage IPO Preview and Valuation Analysis: Strong Profitability Growth, IPO Valuation Is Cheap Rigaku IPO: Forecasts and Valuation Rubicon Research Pre-IPO – Robust Product Development Pipeline Driving Revenue Growth Vikran Engineering Limited Pre-IPO Tearsheet NTPC Green Pre-IPO – The Positives – Backed by India’s Largest Power Company China Resources...
