TVS Supply Chain Solutions IPO - RHP Updates, Peer Comparison & Thoughts on Valuation
TVS Supply Chain Solutions (1915741D IN) is looking to raise up to US$110m in its India IPO, after downsizing from an earlier float of up to US$500m.
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A Look at How SF Holding Differs from A) Its Express Peers and B) The Pre-Covid Version of Itself
In this insight we compare today's SF Holding to its Chinese peers and to the pre-Covid version of itself. We also look at EV/Sales valuations and...
509 Views
Pre-IPO HealthyWay - The Business Model Lacks Core Competitiveness
HealthyWay's model is essentially an intermediary business.The seemingly abundant resources may not necessarily transform into substantial revenue...
296 Views
China TMT Update-Luckin /CPNG/BABA/3690.HK/Douyin-Store Transfer/Korea Cross-Border Ecommerce
Luckin Coffee “store transfer” program achieved preliminary result;CPNG/BABA: Statistics Korea published 2Q23 cross-border ecommerce data (-...
247 Views
China TMT Update-LI/BABA/JD/3690hk/TCOM-L9 Pro Trim/Cainiao Half Day Delivery/Meituan and Amadeus
LI: Li Auto adds L9 Pro trim to L9 series (+);BABA/JD: Cainiao started half day delivery in 8 cities;3690HK/TCOM: Meituan established a strategic...
249 Views