The 6 Largest IPOs This Week Include a Sushi Chain and a Cannabis Firm

No. 6: Kura Sushi USA (KRUS)

Kura Sushi USA is the American spin-off of Kura Japan, which is known for featuring revolving sushi bars. The U.S. component currently operates 22 restaurants across California, Texas, Nevada, Georgia, and Illinois. However, the firm hopes to rapidly expand its footprint after the stock offering, currently set to be the first U.S.-based restaurant IPO since 2015. Kura reportedly made $60 million in sales between May 2018 and May 2019.

The company is expected to raise $44 million by selling 2.9 million shares at a price range of $14 to $16. At the $15 midpoint, Kura would target a market cap of $123 million. Underwriters include BMO Financial Group (BMO) and independent financial firm Stephens. The firm will list on the Nasdaq under the ticker “KRUS.”

No. 5: Borr Drilling Ltd. (BORR)

Borr is an energy company providing offshore drilling services for oil and gas companies around the world. With a fleet of 27 rigs, Borr primarily contracts them for use in shallow-water areas of depths up to 400 feet. Its biggest customers by revenue include BW Energy, Spirit Energy, and Total SA (TOT), and the company raked in revenue of $206 million from March 2018 to March 2019.

Borr’s IPO is set to generate $51 million by offering 5 million shares at an even $10.16 each, targeting an exceptionally high market cap of $1.1 billion. The deal’s lead bookrunner is Goldman Sachs Group Inc. (GS), and the stock will trade on the New York Stock Exchange (NYSE) under the ticker “BORR.”

No. 4: RAPT Therapeutics (RAPT)

RAPT is a biotech currently developing treatments for several types of cancers and inflammatory diseases. Its RPT193 candidate is meant to treat atopic dermatitis (AD), while its FLX475 candidate targets a range of “charged” tumors associated with cervical cancer and various Hodgkin lymphomas, among several other illnesses. 

The company will raise $75 million by offering 5 million shares between $14 and $16 apiece. If it prices at $15, RAPT will command a $359 million market cap. The primary underwriters are Bank of America Merrill Lynch and Wells Fargo & Co. (WFC). Shares will list on the Nasdaq under the ticker “RAPT.”

No. 3: Sundial Growers Inc. (SNDL)

Sundial sells and grows cannabis products in Canada as well as produces other edible forms of cannabis in the United Kingdom. The early-stage firm has only booked $1 million in sales since being founded in 2006 but plans to significantly expand sales following its first harvest this year. Its IPO follows Tilray Inc. (TLRY), which went public last year and is up more than 140% from its offer price despite being down more than 42% in 2019.

The company is set to sell 10 million shares between $12 and $14 each, targeting a $130 million deal and $1.61 billion market cap at the midpoint. Its underwriters include BMO and Cowen Inc. (COWN), and the stock will trade under “SNDL” on the Nasdaq.

No. 2: Netfin Acquisition Corp. (NFINU)

Netfin is a blank check company — or special purpose acquisition company (SPAC) — targeting the fintech industry. A blank check firm is unique in that it uses IPO proceeds solely to acquire another company in a specific industry. Netfin was just incorporated this year and therefore doesn’t have much on the books, making it a slightly riskier bet for institutional investors.

Nevertheless, the firm is expected to raise $220 million through the sale of 22 million shares at an even $10 each. That would give it a market cap of $281 million. Netfin will debut on the Nasdaq under the ticker “NFINU.”

No. 1: Dynatrace Holdings (DT)

The week’s largest offering by deal size is Dynatrace, which owns and operates a software-based development platform that uses artificial intelligence (AI) to provide efficiency data for various applications. Dynatrace boasts more than 2,300 customers in the banking, insurance, and manufacturing industries across at least 70 countries, all of which earned the company $431 million in revenue between March 2018 and March 2019.

The deal is set to sell 35.6 million shares at a price range of $11 to $13. If shares price at the midpoint, the company would raise $427 million — more than half this week’s combined proceeds — and command a $3.8 billion market cap. Underwriters include Goldman and JPMorgan Chase & Co. (JPM), and Dynatrace will list on the NYSE under the ticker “DT.”

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