Roving Around Riyadh - A Look into a Kingdom Forging its Future Through Reform (Part 2)
From September to October, Desertfox spent 1 month in Riyadh, the capital of Saudi Arabia. This is the final piece concluding a two-part Series...
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Zomato Placement - SVF's Overhang Will Be Lifted Post-Deal, Momentum on the Stock Remains Strong
Softbank Group (9984 JP) is looking to raise US$135m from selling its remaining stake in Zomato (ZOMATO IN). The stake sale now will be a cleanup one.
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2024 High Conviction: Full Truck Alliance | Strong Top Line, Margins in Q3 | Worth US$9.5 on 21x PER
In Q323 Full Truck Alliance reported strong revenue growth and impressive margin expansion compared to Q322. We believe the company's shares are...
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Zomato Lock-Up - A US$240m+ Softbank Linked Lockup Release
Softbank had opted to sell only around half of its stake via a block to raise airing US$120m. The deal is very well flagged
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Lalatech Holdings Pre-IPO - Refiling Updates - Growth and Profit Pickup but Valuation Gap Remains
Lalatech Holdings Co Ltd (LALA HK) is looking to raise about US$1bn in its upcoming HK IPO. In this note we talk about the refiling updates.
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