Coforge Placement - US$900m Cleanup, Well Flagged but the Stock Is Toppish
Baring aims to raise around US$900m by selling its remaining 26.6% stake in Coforge (COFORGE IN) . In this note, we talk about the deal dynamics...
537 Views
ARM Holdings Limited - The Negatives - Tepid Growth and China JV Issues
Softbank Group (9984 JP) aims to raise around US$8-10bn via selling some of its stake in ARM Holdings ’ US IPO. In this note, we talk about the not...
453 Views
TVS Supply Chain Solutions IPO Trading - Offered at a Premium with Underwhelming Subscription Rates
TVS Supply Chain Solutions (1915741D IN) raised around US$108m in its India IPO. In this note, we talk about the demand and trading dynamics.
477 Views
ARM Holdings Limited - The Positives - Pervasive Global Presence
Softbank Group (9984 JP) aims to raise around US$8-10bn via selling some of its stake in ARM Holdings ’ US IPO. In this note, we talk about the...
545 Views
Monthly Chinese Express Tracker | July Growth Slows | Pricing Hits Record Low | (August 2023)
Chinese parcel volume growth remained weak in July, and pricing fell to a new all-time low. But we believe SF Holding's unique revenue mix could...
596 Views