FSN E-Commerce (Nykaa) IPO - Beauty Showing Signs of Improvement but Its Too Expensive for Our Taste
FSN E-commerce (Nykaa) aims to raise around US$720m in its Indian IPO. In this note, we will look at the recent updates and valuation.
168 Views
PB Fintech (Policybazaar) Pre-IPO - The Negatives - Patchy Data, Strategy Missteps
PB Fintech (PBF), India’s largest online platform for insurance and lending products, aims to raise up to US$800m via selling a mix of primary and...
141 Views
The Launch of AllyLikes (Backed by Alibaba): Further Competitive Pressures on SHEIN, ZARA, and H&M
In this insight, we discuss the recent launch of allyLikes, which is backed by Alibaba Group (9988 HK). The core business model of allyLikes is...
185 Views
HK Short Interest: Alibaba, China Soft Intl
We highlight week-on-week short interest increase in Alibaba (9988 HK) and short interest decline in China Soft Intl (354 HK) based on the latest...
109 Views
PB Fintech (Policybazaar) Pre-IPO - The Positives - Fast Growth
PB Fintech (PBF), India’s largest online platform for insurance and lending products, aims to raise up to US$800m via selling a mix of primary and...
253 Views