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4 weeks ago | 
smartkarma.com | Sanghyun Park |Sumeet Singh |Jesus Aguilar |Jesús Aguilar |Xinyao Wang
In today’s briefing: 4 Key Movers in TIGER Top 10 in June Reshuffle Rigaku IPO Lockup – Large PE Investors Can Still Break Even Liquid Universe of European Ordinary and Preferred Shares: April ’25 Report MTVA: Positive Phase 1 MAD Data for DA-1726 Excellent Tolerability Profile and Mean Day 26 Weight Loss of 4.3% MIRA: Tests Show Positive Results Pre-IPO TCMTech – The Business Model and the Outlook 4 Key Movers in TIGER Top 10 in June Reshuffle Korea’s battery sector got wrecked, crushing...
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4 weeks ago | 
smartkarma.com | Travis Lundy |David Blennerhassett |Sumeet Singh |Jesus Aguilar |Jesús Aguilar
In today’s briefing: The Skew in the Tsuruha-Welcia-Aeon Combination Know Your Rare Earth Elements As China Restricts Exports Horizon Robotics IPO Lockup- US$7bn Expiry with Scattered Shareholding and Lots of CCASS Movement Consolidating Yield: LondonMetric’s Possible Offer for Urban Logistics A Note-Worthy Exit: Atlas Takes Over De La Rue The Skew in the Tsuruha-Welcia-Aeon Combination Tsuruha Holdings (3391 JP), Welcia Holdings (3141 JP), and Aeon Co Ltd (8267 JP) announced their deal...
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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 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.
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Jan 15, 2025 | 
smartkarma.com | Brian Freitas |Travis Lundy |Sumeet Singh |William Keating
In today’s briefing: Murata Manufacturing (6981 JP) – No Immediate Passive Buying Could Lead to More Weakness Murata Mfg (6981) Accelerated Overseas Offer – Minimal Index But Low Vol Vs Peers Aequitas 2025 Asia IPO Pipeline – ASEAN, ANZ, ADRs Murata Manufacturing Placement – Recent Momentum Isn’t Particularly Strong TSMC Q424 Earnings Preview, 2025 & Q125 Look Ahead Delta Electronics (DELTA TB / 2308 TT): Off the Peak; SET50 Deletion Risk Increases Asml Holding Nv (ASML) – Wednesday, Oct 16,...
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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...
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Jan 10, 2025 | 
smartkarma.com | Sumeet Singh |Akshat Shah
In today’s briefing:Wuxi XDC Placement – A Repeat of Biologics Placement Saga, Last Deal Did WellLXJ International Holdings Pre-IPO TearsheetWuxi XDC Placement – A Repeat of Biologics Placement Saga, Last Deal Did Well WuXi AppTec (2359 HK) aims to raise around US$150m via selling around 3% stake in WuXi XDC Cayman (2268 HK).
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Jan 9, 2025 | 
smartkarma.com | Travis Lundy |Sumeet Singh
In today’s briefing:[Quiddity Index Jan25] KOSPI 200 Leaderboard Jun25: Up to 6 Changes PossibleShift Up IPO Lockup – US$1.2bn Lockup Release of Strategic, Employees and IPO Investors[Quiddity Index Jan25] KOSPI 200 Leaderboard Jun25: Up to 6 Changes PossibleKOSPI 200 is a Korean blue-chip index that tracks the 200 largest and most-liquid names listed in the KOSPI section of the Korea Exchange (KRX).
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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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Jan 9, 2025 | 
smartkarma.com | Arun George |Sumeet Singh |Richard Howe |Baptista Research
In today’s briefing: Fuji Soft (9749 JP): KKR Extends Again, Delaying the Inevitable Bump Aequitas 2025 Asia IPO Pipeline – India Accenture CEO: Innovation, Leadership and Effective Communication IDT 2024 Annual Meeting Summary Shift Up IPO Lockup – US$1.2bn Lockup Release of Strategic, Employees and IPO Investors Arm: The Silicon Blueprint – [Business Breakdowns, EP.200] Confluent Inc.: AI Integration & Expanding Use Cases For A Competitive Edge! – Major Drivers Raspberry Pi (RPI LN) –...
