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Jan 15, 2025 | 
smartkarma.com | William Keating |Xinyao Wang |Baptista Research |Shifara Samsudeen
In today’s briefing: TSMC Q424 Earnings Preview, 2025 & Q125 Look Ahead Shanghai Henlius Biotech (2696 HK)- These Are the Reasons Why LVC May Vote Against the Privatization Tesla Innovations Unveiled: New Model Y & Robotics Breakthroughs That Will Blow Your Mind! Asml Holding Nv (ASML) – Wednesday, Oct 16, 2024 Shift 1Q: Earnings Beat with Further Upside Hyundai Motor India: Anchor Investor Lock-In Period Ends Today Taiwan Tech Weekly: TSMC Results; Earnings Preview; Delta Thailand...
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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.
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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 28, 2024 | 
smartkarma.com | Sumeet Singh |Arun George |Shifara Samsudeen |Rosita Fernandes
In today’s briefing:Kioxoa Pre-IPO – Peer ComparisonKioxoa Pre-IPO – Thoughts on ValuationsKioxia (285A JP) IPO: The Bull CaseKioxia IPO: Initial Thoughts on Financials and ValuationBelrise Industries Ltd Pre-IPO TearsheetPateo Connect Pre-IPO: Undifferentiated and UnprofitableKioxoa Pre-IPO – Peer Comparison Kioxia Holdings (6600 JP) is aiming to raise around US$700m (including over-allocation) from its Japan IPO.
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Nov 21, 2024 | 
smartkarma.com | Sumeet Singh |Arun George |Sanghyun Park |Shifara Samsudeen
In today’s briefing: Kansai Electric US$3.5bn Deal Updates – Has Delivered a Decent Correction, as Compared to past Deals FineToday Holdings (289A JP) IPO: The Bull Case FineToday Pre-IPO – The Negatives – Growth and Margins Have Wavered LG Chem’s Tax Alarm: Pillar Two Tax Could Soar Next Year + LGES Block Deal on the Horizon SF Holding HKEx Listing: Peer Comparison and Valuation Saint Bella Pre-IPO: Rapid Growth but Facing Birth-Rate Headwinds FineToday Holdings (289A JP) IPO: The Bull Case...
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Oct 17, 2024 | 
smartkarma.com | Douglas Kim |Arun George |Shifara Samsudeen |Clarence Chu
In today’s briefing: K Bank IPO Bookbuilding: To Price Lower than Low IPO Price Range or Even Potential Cancellation Horizon Robotics (9660 HK) IPO: The Bull Case CR Beverage IPO: Forecasts and Valuation APA Group Placement – While the Overhang Remains, Selldown Appears Well Flagged Intermestic IPO Trading – Drew a Strong Institutional Demand Horizon Robotics IPO (9660.HK): Global Offering and Valuation Update CK Solution IPO Preview Waaree Energies IPO Trading – Will Ride on Premier Energies...
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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...
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Sep 30, 2024 | 
smartkarma.com | Akshat Shah |Sumeet Singh |Ke Yan |Shifara Samsudeen
In today’s briefing:Swiggy Pre-IPO TearsheetTokyo Metro IPO – Thoughts on ValuationTencent/Netease: One Approval for Tencent in SeptemberMidea HK Listing: Take ProfitHive Box Holdings Pre-IPO, Part 3: Hive Box Vs InPost Group: Similarities & (BIG) DifferencesIntermestic IPO – Digestible ValuationSwiggy Pre-IPO Tearsheet Swiggy (1255298D IN) Swiggy is looking to raise about US$1.25bn in its upcoming India IPO. The deal will be run by Kotak, Citi, Jefferies, Avendus, JPM, BofA and ICICI.
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Sep 29, 2024 | 
smartkarma.com | Sumeet Singh |Shifara Samsudeen
In today’s briefing:Tokyo Metro IPO – Peer Comparison – Pre-COVID to 1Q25CR Beverage IPO: Less Diversification, Falling Growth Rates and Inferior Margins Compared to PeersECM Weekly (30th Sep 2024) – Tokyo Metro, Rigaku, China Resources, K Bank, Mr DIY, Smartworks, IREDATokyo Metro IPO – Peer Comparison – Pre-COVID to 1Q25 Tokyo Metro (9023 JP)‘s shareholders aim to raise up to US$2.3bn in its Japan IPO. Tokyo Metro (TKM) is one of the two metro network operators in the Tokyo region.
