Daniel Hellberg

2 months ago | smartkarma.com | Travis Lundy |Xinyao Wang |Daniel Hellberg

In today’s briefing: HK Connect SOUTHBOUND Flows (To 24 Jan 2025); Again Big Net Buying by SB, Again on Tech A/H Premium Tracker (To 24 Jan 2025): AH Premia Fall Yet Again, Lowest Avg Premium in 5yrs… Again China Healthcare Weekly (Jan.26) – Key Takeaways from the Failure of Henlius Privatization, TCM M&As Monthly Chinese Tourism Tracker | Dec & Q424 Numbers | Airlines Outperform Trip.com (January 2025) HK Connect SOUTHBOUND Flows (To 24 Jan 2025); Again Big Net Buying by SB, Again on Tech...

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.

Jan 12, 2025 | smartkarma.com | Daniel Hellberg |Sumeet Singh |Xinyao Wang

In today’s briefing: Poor Performance Before UK Lawmakers Is SHEIN’s Latest Stumble on Journey To London (Or HK?) IPO ECM Weekly (13th Jan 2025) – LG CNS, Bloks, Guming, Crizac, Shift Up, Adani, Wuxi HUTCHMED to Divest 45% Stake in Non-Core Joint Venture with Shanghai Pharma Poor Performance Before UK Lawmakers Is SHEIN’s Latest Stumble on Journey To London (Or HK?) IPO SHEIN’s general counsel frustrated UK lawmakers by refusing to answer certain questions It’s the latest in a series of...

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.

Nov 18, 2024 | smartkarma.com | Daniel Hellberg |Sumeet Singh |Xinyao Wang

In today’s briefing: SF Holding Pre-IPO: Deal Goes Live in HK, Company Hopes to Raise ~US$800 Mn, Less Than Anticipated DigiCo REIT – The Positives – Hot Sector with Built in Growth Pre-IPO Hangzhou Jiuyuan Gene Engineering (PHIP Updates) – The Future Prospects Are Not Optimistic SF Holding Pre-IPO: Deal Goes Live in HK, Company Hopes to Raise ~US$800 Mn, Less Than Anticipated SF Holding’s HKEX listing launched on Tuesday, November 19th; deal to be priced by 26th SF hopes to raise about...