Delhivery IPO - Peer Comparison, What It Gains in Growth It Gives up in Margins
Delhivery is now looking to raise around US$700m in its upcoming India IPO. In this note, we will undertake a peer comparison.
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GEM Fund Performance. April Compounds Woes for Active Managers
It has been one of the worst starts to the year for active EM managers in over a decade. We analyze recent performance, attribution and how this...
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Delhivery Pre-IPO - RHP Updates - Growth Remains Strong, Pricing Remains Under Pressure
Delhivery is now looking to raise around US$700m in its India IPO, the company is backed by a host of financial investors, the largest being...
430 Views
The Week That Was in ASEAN@Smartkarma - Astra International, Bluebird Taxi, and Keppel Restructuring
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
327 Views
ECM Weekly (2nd May 22) - LIC, Shieldus, One Store, Campus, Rainbow, Kakao Pay, Uju, GoTo, Zhongyuan
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
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