Recent market improvement, particularly in technology, suggests that some of the IPO names we are tracking may indeed get out the door either later this week or next. A number of strategists and market analysts have noted the relative attractiveness of the technology sector, and the initial earnings reports are reminding investors that technology is also a growth industry even though it is now big enough to be impacted by economic cycles.
In particular, we have continued our work on Qlik (BI), RealD (RealVR/3D), and SMART Technologies (RealVR) which were three companies we noted in the July 1 Candygram (PDF). Today or tomorrow we will be sending out a full research report on RealD for investors looking at that IPO. We have also archived the roadshow for later review by subscribers. A summary should also be posted here in the next day or so as well.
In addition, a few other deals that have started in the last two weeks include Camelot Information Systems, which is a China-based technology player; Green Dot Corporation, which is new financial services; and SurgiVision, which fits into both our HealthTech and RealVR themes.
A more complete view of deals priced and filed along with the updated IPO Candy company ecosystem will be published in the July 15th Candygram tomorrow.