La settimana IPOX®, 30 agosto 2021

30 Agosto 2021

• IPOX® Indexes record massive gains, outperform. IPOX® 100 U.S. (ETF: FPX) soars +4.15%.
• IPOX® International (ETF: FPXI) jumps +3.80%. IPOX® Europe U.S. (ETF: FPX) adds +3.03%.
• IPOX® SPAC drops -0.07% to +36.66% since July 2020 start. 3 SPACs launched last week.
• No significant further August IPOs scheduled as global Q4 2020 IPO pipeline builds.

Riepilogo SETTIMANALE: Il Indici IPOX® recorded massive gains towards month-end, elevated by explosive earnings growth across select IPOX® specialty exposure, smoother sailing in China-linked equities and continued big Momentum in the broad-based benchmarks. In the U.S., e.g., the IPOX® 100 USA (ETF: FPX) added +4.15% to +10.04% YTD, well ahead of the S&P 500 (SPY), benchmark for U.S. stocks. Positive sentiment extended to companies with a non-U.S. domicile with the IPOX®100 Europa (ETF: FPXE) surging +3.03% to +14.16% YTD, a fresh all-time High, for example. Gains across European and China-domiciled stocks also helped the IPOX® Internazionale (ETF: FPXI) to recover more than the previous week’s losses, adding +3.80% to -0.63% YTD. We also note another big week for the IPOX® Giappone (IPJP): The liquid benchmark for a broadly diversified group of Japan-domiciled New Listings and Japanese companies pursuing Corporate M&A added +3.86% to +8.56% YTD, extended the relative YTD lead versus the typically well-correlated TSE Mothers Index (TSEMOTHR) to a massive +1725 bps.

IPOX® 100 U.S. Investing with the “FPX” ETF since 2006

IPOX® portfolio holDings in focuS:   U.S. domiciled companies tracked in the IPOX® 100 USA  (ETF: FPX) led the week’s leaderboard with focus on firms including self-driving technology provider 04/2021 IPO semplice (TSP US: +47.06%), payment processing company infrastructure software maker 12/2019 IPO Bill.Com (BILL US:  +35.65%), IPO M&A energy explorer Risorse della gamma (RRC US: +19.03%), fertility benefits management firm 10/2019 IPO proginia (PGNY US: +18.91%) and security software maker 06/2019 IPO CrowdStrike (CRWD US: +18.68%).  Non-U.S. domiciled firms in focus included blue-chip Chinese Real Estate Services provider 01/2019 IPO Servizi di giardinaggio di campagna (6098 HK: +11.21%), Israel-based shipping services company 01/2021 IPO Servizi di spedizione integrati ZIM (ZIM US: +10.92%), Britain’s 02/2021 IPO Gruppo di tecnologia d'asta (ATG LN: +10.52%) and Yokneam-based medical devices maker 08/2019 IPO Inmodalità (INMD US: +9.69%).   Kansas-based U.S. online insurance agency 05/2020 IPO Seleziona preventivo (SLQT US:  -37.45%), Malaysia’s 10/2020 IPO Mr. DIY Group (MRDIY MK: -7.05%) and Korea’s online marketplace 03/2021 IPO Coupang (CPNG US: -4.15%) ranked amongst the worst performing Partecipazioni del portafoglio IPOX® la settimana scorsa.

* Base per negoziazioni ECM Futures USA e-mini IPOX® 100 (IPOU1). *disponibile anche in formato OICVM in Europa in EUR (EPFX IM), USD (IPXE LN) e GBP (FPX LN).

IPOX® SPAC INDEX (SPAC):  The Index fell -0.07% to -8.00% YTD and +36.66% since its 7/30/2020 launch. SPAC news include: 1) Gli accordi di fusione annunciati di 3 SPAC includono: a) NextGen Acquisition II with Virgin Galactic satellite launch service spinoff Orbita Vergine; b) Magnum Opus Acquisition with business magazine publisher Forbes Global Media ed c) Ace Global Business Acquisition with Hong Kong recipe hub startup DayDayCook. 2) Aggregazioni aziendali approvate da 8 SPAC quali: a) Good Works Acquisition with bitcoin miner Cifra Siti di estrazione mineraria (CIFR: 8/30); b) Tortoise Acquisition II with EV charging firm Volta (VLTA) and c) Fifth Wall Acquisition I with smart home automation startup Smart Rent (SMRT). 3) SPACs reportedly in talk include: Altitude Acquisition with SoftBank-backed car sharing startup Getaround. 4) 3 nuove SPAC lanciate la scorsa settimana negli Stati Uniti

WEEKLY Deal-flow Review and Outlook:   6 IPOs launched globally with the average equally weighted deal adding +14.31% based on the difference between final offer price and Friday’s close. No firms commenced trading in the U.S. Abroad, Palantir-backed Swiss satellite IoT startup Astrocast (ASTRO NO: +105.73%) surged in Oslo, while H.K. IPO medical equipment maker Acotec (6669 HK: -23.95%) sank despite its 650x retail oversubscription. No significant deals are expected fort this week. Other IPO news include a) Amazon-backed EV maker Rivian filed for IPO; b) produttore di occhiali Warby Parker opted out of traditional IPO to go public via a Direct Listing; c) more private equity firms mulling IPO include TPG, Swedish investment firm Storskogen Group and Goldman Sach’s alternative asset unit Peterhill; d) India’s biggest insurer Life Insurance Corp of India (LIC) is on the nation’s IPO fast track; e) restaurant payment software provider Brindare, General Atlantic-backed digital engagement platform Coinvolgi Smart, Advent-backed food company Marchi Sovos and hair care product brand Olaplex and Chinese AI group SenseTime archiviato.

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Fonte: https://www.lightspeed.com/active-trading-blog/the-ipox-week-august-30th-2021/