Chicago / Edinburgh
LATEST FROM IPOX®

News

News and updates from IPOX®, including media mentions, interviews, research and press releases.

Reuters: IPOX® CEO Josef Schuster Comments on Lyntris’ NYSE Debut and Investor Selectivity

Reuters: IPOX® CEO Josef Schuster Comments on Lyntris’ NYSE Debut and Investor Selectivity

IPOX®­® CEO Josef Schuster commented on Lyntris’ New York debut after shares fell 11.4%, valuing the defense contractor at $1.78 billion. Schuster said the market was discounting the company’s capital structure rather than treating it like a venture capital deal. He also noted that higher U.S. bond yields were pushing investors away from riskier, less-seasoned companies, including recent IPOs, even as earnings remained strong. Lyntris priced its IPO below its marketed range and reduced the offering size to 17 million shares, raising $297.5 million.

Reuters: IPOX® Associate Lukas Muehlbauer Comments on Londian Wason’s NYSE Debut

Reuters: IPOX® Associate Lukas Muehlbauer Comments on Londian Wason’s NYSE Debut

Reuters reports that Londian Wason’s NYSE debut valued the Chinese copper foil maker at about $2.01 billion, marking the largest U.S. IPO by a Chinese company in more than a year. IPOX® Research Associate Lukas Muehlbauer cautioned that the strong first-day performance, supported by a very low float and potential scarcity premium, should not be viewed as proof of a broader reopening for larger Chinese IPOs. He also highlighted potential future supply risks and customer concentration concerns for longer-term investors.

Reuters: IPOX® Research Associate Lukas Muehlbauer Comments on Londian Wason’s U.S. IPO

Reuters: IPOX® Research Associate Lukas Muehlbauer Comments on Londian Wason’s U.S. IPO

IPOX® Associate Muehlbauer was quoted in Reuters on Londian Wason’s planned U.S. IPO, which targets a valuation of up to $1.7 billion and could become the largest New York listing by a Chinese company in more than a year. He said the relatively small offering would be encouraging rather than signal a definitive market reopening, while highlighting stronger growth, profitability, battery demand, and investor concerns over the company’s reliance on a limited number of major customers for future growth prospects.

Reuters: IPOX® Research Associate Lukas Muehlbauer Comments on Westinghouse’s U.S. IPO Filing

Reuters: IPOX® Research Associate Lukas Muehlbauer Comments on Westinghouse’s U.S. IPO Filing

IPOX® Associate Lukas Muehlbauer was quoted by Reuters on Westinghouse Electric’s confidential U.S. IPO filing. He said the company’s investor appeal comes from offering exposure to nuclear growth through an established operating business and a well-known American industrial name. Muehlbauer added that energy-security concerns and rising electricity demand from data centers have improved market sentiment toward nuclear power.

Bloomberg: IPOX® Founder Josef Schuster Comments on Weak U.S. IPO Debuts and Rising Equity Risk

Bloomberg: IPOX® Founder Josef Schuster Comments on Weak U.S. IPO Debuts and Rising Equity Risk

IPOX® CEO Josef Schuster was featured in Bloomberg's ECM Watch, discussing muted U.S. IPO debuts and rising equity risk. Following mixed first-day performances from Jersey Mike’s and Reformation, Schuster said elevated risk is pressuring the IPO market and making investors more selective. He added that prospective issuers may need greater flexibility on pricing expectations and fundraising targets. Bloomberg also cited the IPOX® 100 U.S. as a benchmark for recent large U.S. IPOs and spinoffs amid volatile market conditions.

Reuters: IPOX® Associate Lukas Muehlbauer Comments on Jersey Mike’s NYSE Debut

Reuters: IPOX® Associate Lukas Muehlbauer Comments on Jersey Mike’s NYSE Debut

IPOX® Associate Lukas Muehlbauer was quoted by Reuters on Jersey Mike’s NYSE debut, noting that raising roughly $1 billion showed investors remain willing to back large, established consumer brands. The sandwich chain’s shares opened 8.7% below their $23 IPO price, valuing the company at about $6.7 billion. Muehlbauer also cautioned against overinterpreting the first-day decline, citing broader market volatility as U.S. IPO activity continues to recover across technology, defense, industrial, consumer, and retail sectors this year after a prolonged slowdown.

Reuters: IPOX® VP Kat Liu Comments on Reformation’s NYSE Debut and Investor Priorities

Reuters: IPOX® VP Kat Liu Comments on Reformation’s NYSE Debut and Investor Priorities

Reuters reported that Permira-backed womenswear retailer Reformation was valued at $886.1 million in its NYSE debut after shares opened at the $15 IPO price. IPOX® Vice President Kat Liu said investors now prioritize financial performance over sustainability narratives, though sustainability can still strengthen brands and customer loyalty. Liu also noted that Reformation’s high share of returning customers signals genuine loyalty, lower retention costs, stronger lifetime spending, and more predictable revenue as the company pursues store expansion and product diversification plans.

Reuters: IPOX® VP Kat Liu Comments on Reformation’s $1 Billion IPO Target

Reuters: IPOX® VP Kat Liu Comments on Reformation’s $1 Billion IPO Target

Reuters reports that Permira-backed womenswear retailer Reformation is targeting a valuation of up to $1 billion in its U.S. IPO. IPOX® Vice President Kat Liu said consumer companies can still attract investors, but few retail brands offer enough recognition and differentiation. She noted Reformation’s sustainability positioning must compete with price, fashion trends and convenience. Liu added that its direct-to-consumer model improves control over pricing, merchandising, customer relationships and inventory, but is not a unique competitive advantage in today’s apparel market landscape.

Reuters: IPOX® CEO Josef Schuster Comments on YPF Electric Energy’s U.S. IPO Filing

Reuters: IPOX® CEO Josef Schuster Comments on YPF Electric Energy’s U.S. IPO Filing

IPOX® CEO Josef Schuster commented on YPF Electric Energy’s U.S. IPO filing, highlighting the company’s significant scale and position among Argentina’s leading utilities. He said the strong debut of Korea’s SK Hynix demonstrated that U.S. markets remain receptive to large foreign listings, helping motivate YPF Electric Energy to pursue a NYSE debut. The company reported a 45.8% increase in quarterly revenue and plans to trade under the ticker “YLUZ,” with investor interest supported by improving sentiment toward Argentina’s energy sector.

THE IPOX® NEWSLETTERS

Stay ahead of the next listing.

Research and insight from the global new listings market.

Explore our newsletters