SPAC сигналы

2021-11-03 19:28:55 Я имею доступ ко всем пакетам Motley Fool Premium Services
https://www.fool.com/services/

Устрою сегодня Вам бесплатный слив: всего что у них есть Открыть/Комментировать

2021-11-03 17:56:08 Cian plc (CIAN) -- Channel checks just completed, are currently revealing, according to guidance that the deal is multiple-times oversubscribed with global long-only accounts engaged. The books are scheduled to close today at 4pm in anticipation for a Friday debut. Rating = 3. Открыть/Комментировать

2021-11-03 17:55:39 NerdWallet Inc (NRDS) -- Channel checks just completed, are currently revealing, according to guidance that the deal remains multiple-times oversubscribed with a couple of large anchor orders in the book. The books are closed. The underwriters are employing a direct entry order system on this IPO and we are told that there is "price sensitivity at the high-end of the $17-$19 range". We would "believe" that this means a mid-point pricing is "likely". The comp-set would also include CarGurus Inc (CARG) and TripAdvisor (TRIP) as well as Credit Karma which was acquired by Intuit for what would be a higher multiple than where NerdWallet could "likely" price at. We believe there is a positive risk-reward profile associated with this offering at this time but would urge investors to exercise caution surrounding this deal given the underperformance of recent IPOs. Rating = 3. Открыть/Комментировать

2021-11-02 17:57:44 NerdWallet Inc (NRDS) -- Channel checks just completed, are currently revealing, according to guidance that the deal is multiple-times oversubscribed with a couple of large anchor orders in the book. The books are scheduled to close today at 4pm in anticipation for a Thursday debut. This IPO is currently "progressing nicely" during the roadshow at this time. Rating = 3. Открыть/Комментировать

2021-11-01 20:01:16 Delimobil Holding S.A (DMOB) -- Channel checks just completed, are currently revealing, according to guidance that the deal is oversubscribed. The books are scheduled to close Tuesday at Noon in anticipation for a Wednesday debut. The company was founded… Открыть/Комментировать

2021-11-01 20:00:52 Delimobil Holding S.A (DMOB) -- Channel checks just completed, are currently revealing, according to guidance that the deal is oversubscribed. The books are scheduled to close Tuesday at Noon in anticipation for a Wednesday debut. The company was founded in 2015 and now has 461,000 monthly active users. They grew their total revenue from RUB 2,245 million for the six months ended June 30, 2020 to RUB 4,930 million for the six months ended June 30, 2021, representing a period-over-period growth of 120%. They grew their total revenue from RUB 5,012 million for the year ended December 31, 2019 to RUB 6,449 million for the year ended December 31, 2020, representing a year-over-year growth of 29%. For the six months ended June 30, 2021, they generated a loss for the period of RUB 1,070 million and an Adjusted EBITDA gain of RUB 785 million, compared to a loss for the period of RUB 2,296 million and an Adjusted EBITDA loss of RUB 605 million for the six months ended June 30, 2020. Their results of operations for the six months ended June 30, 2020 were materially affected by the COVID-19 pandemic, as they suspended their car sharing and long-term rental services from April 13 to June 10, 2020 in compliance with mobility restrictions put in place by the Russian government. Despite these restrictions, their business proved resilient during this uncertain period, and partially as a result of the measures they undertook at the time, they experienced revenue growth of 29% for the year ended December 31, 2020, when compared to the year ended December 31, 2019. IPO Boutique polled a few Russian clients about this company and they said the service is popular, has robust demand in many large cities but has considerable competition from the likes Yandex Drive, Belka Car, and YouDrive. After the disappointing IPOs of other ride-sharing services (Uber, Lyft, Didi Global)...caution should likely be exercised regarding this IPO despite the strong revenue in the last few months. However, Russian stocks that trade on domestic exchanges have fared well in 2021 with a strong Ruble. Comp Yandex NV (YNDX) is up 20% and two of the most recent Russia → USA IPOs...Ozon Holdings (OZON) and Headhunter Group (HHR) are up 7% and 83% year-to-date, respectively. We feel the recent underperformance of IPOs and the lack of track record on Russian IPOs is reason to exercise caution surrounding this deal. We are electing to downgrade the rating on this IPO from a '3' to a '2'. Открыть/Комментировать

2021-10-28 17:40:03 AirSculpt Technologies Inc (AIRS) -- Channel checks just completed, are currently revealing, according to guidance that the IPO remains oversubscribed. The range and size of this offering has been drastically reduced as previously stated. The current price guidance is pointing to the low-end of the revised $11-$12 range. Given the restructuring of this deal in the eleventh hour and the underperformance of price sensitive IPOs in recent weeks, we feel it is prudent to downgrade the rating on this IPO from a '3' to a '2'. Rating = 2. Открыть/Комментировать

2021-10-27 18:50:15 Udemy Inc (UDMY) -- Formal channel checks continue to not currently be available regarding this IPO due to the underwriters employing their direct order entry system (hybrid auction). We are told from multiple-sources that order flow is "progressing nicely" at this time. Rating = 3. Открыть/Комментировать

2021-10-27 18:49:47 AirSculpt Technologies Inc (AIRS) -- Channel checks just completed, are currently revealing, according to guidance that the IPO is now considered oversubscribed. The books are scheduled to close today at 4pm in anticipation for a Friday debut. We remain cautiously-optimistic regarding this IPO at this time but eagerly await price guidance on Thursday. The growth profile and comps of this IPO are "intriguing", however, we are currently weighing sector sentiment against these factors. We "may" elect to change the rating on this IPO based on Thursday's message. Rating = 3. Открыть/Комментировать

2021-10-26 18:58:27 Candela Medical Inc (CDLA) --Channel checks just completed, are currently revealing, according to guidance that the deal remains oversubscribed. The books are scheduled to close today at 4pm in anticipation for a Thursday debut. We are eagerly awaiting price guidance regarding this deal and "could possibly" downgrade this IPO at the time of our next message on Wednesday. Please note that this is after the books close officially. Rating = 3. Открыть/Комментировать