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2 months ago | 
smartkarma.com | Douglas Kim |Clarence Chu
In today’s briefing:Rise of DeepSeek – Impact on SK Hynix and Other Major Korean StocksSeoul Guarantee Insurance Pre-IPO Updated Thoughts on Valuation – Weaker Performance than ExpectedRise of DeepSeek – Impact on SK Hynix and Other Major Korean StocksDeepSeek has been the biggest story in the global markets in the past couple of weeks. In this insight, we discuss how the rise of DeepSeek could impact the share prices of the major AI related companies in Korea including SK Hynix (000660 KS).
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Jan 21, 2025 | 
smartkarma.com | Sanghyun Park |Douglas Kim |Clarence Chu
In today’s briefing: Korea’s Financial Regs Drop New IPO Allocation and Delisting Rules: What It Means and What to Expect Korea Zinc: An Important Legal Decision to Disallow Appointment of Directors Using Cumulative Voting Sanil Electric US$1.1bn Lockup Expiry – Tempting to Book 2x Gains in Six Months Korea’s Financial Regs Drop New IPO Allocation and Delisting Rules: What It Means and What to Expect We might see a liquidity crunch post-listing, with tighter regulations and mandatory holding...
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Jan 20, 2025 | 
smartkarma.com | Brian Freitas |Sanghyun Park |Clarence Chu |Janaghan Jeyakumar
In today’s briefing:CATL (300750 CH): Index Inclusion Post H-Share ListingSK Stocks’ Main Narrative: SK Telecom Exit & SK Inc Eyeing SK SquareTimee US$280m Lockup Expiry – Scattered List of Financial Investors Coming UnlockedQuiddity Leaderboard NIFTY Mar 25: US$1.2bn Collective One-Way Flows but Momentum Is NegativeA Hostile M&A Fight for T’Way AirKOSPI Size Indices: When Active Met PassiveEQD | Hong Kong Single Stock Options Weekly (January 13 – 17): Stocks at Inflection Point.
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Jan 20, 2025 | 
smartkarma.com | Brian Freitas |Clarence Chu |Douglas Kim |Sumeet Singh
In today’s briefing: CATL (300750 CH): Index Inclusion Post H-Share Listing Timee US$280m Lockup Expiry – Scattered List of Financial Investors Coming Unlocked A Hostile M&A Fight for T’Way Air Keppel Ltd: Part V – Transforming into a Global Asset Manager CATL A/H Listing – Early Look – US$5bn Could Be Hong Kong’s Largest This Year What’s News in Amsterdam – 20 January (KPN | InPost | Ebusco | PostNL) Paycloud Holdings (4015 JP) – A High-Growth Retail Marketing Platform Operator Timee US$280m...
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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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Jan 9, 2025 | 
smartkarma.com | Sumeet Singh |Clarence Chu |Rosita Fernandes |Douglas Kim
In today’s briefing: Aequitas 2025 Asia IPO Pipeline – India Guming Holdings (Goodme) Pre-IPO – Refiling Updates – Showing Some Recent Weakness in Margins Greaves Electric Mobility Ltd Pre-IPO Tearsheet LXJ International IPO Preview Crizac Pre-IPO – Expanding Network and Service Portfolio to Drive Growth Bloks Group IPO Trading – Strongest HK IPO Demand in Recent Years Aequitas 2025 Asia IPO Pipeline – India In this note, we will take a look at the Asia Pacific IPO pipeline for 2025,...
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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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Dec 2, 2024 | 
smartkarma.com | Clarence Chu
💡 Before it’s here, it’s on SmartkarmaSign Up for FreeThe Smartkarma Preview Pass is your entry to the Independent Investment Research Network✓ Unlimited Research Summaries✓ Personalised Alerts✓ Custom Watchlists✓ Company Data and News✓ Events & Webinars
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Dec 1, 2024 | 
smartkarma.com | Arun George |Clarence Chu |Daniel Hellberg |Sumeet Singh
In today’s briefing:Kioxia (285A JP) IPO: The Bear CaseMr DIY Indonesia IPO – Has Aggressively Expanded Its NetworkSHEIN and Temu: Higher Tariffs Under 2nd Trump Admin an Additional Threat Beyond “De Minimis” ReformECM Weekly (2nd Dec 2024) – Kioxia, FineToday, MNC Solutions, JST, Pateo, Carraro, Hulic, SanrioKioxia (285A JP) IPO: The Bear Case Kioxia Holdings (285A JP) is a leading player in the NAND flash memory market. It will list on 18 December and seek to raise up to US$740 million.
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Dec 1, 2024 | 
smartkarma.com | Smartkarma Content |Travis Lundy |Arun George |Clarence Chu
1. Sanrio (8136 JP) Large Secondary Offering – Don’t Say Hello Kitty! Too SoonToday, Sanrio (8136 JP) announced a large secondary offering where banks would sell down shares and the Tsuji family would sell a few shares at the margin. The stock has been on a rocket for two years. It’s expensive. Growth slows next year. Will this cause momentum to turn? Maybe. The offering is 38% of Max RWF. I think one could give this a pass, and even sell it if it opens down small. 2.
