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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Charts to Watch #4
Nasdaq index is one of the biggest losers of the year: it is down almost 20% YTD. Now the tech index lies on a very interesting support
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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...
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Amazon 1Q22: (Some) Cost Inflation Is Transitory, The Moat Is Not
Current 2023E has AWS @ $104B and Advertising at $48B in revenues. Both are 45%+ EBITDA margin businesses. Today you are paying 16x forward EBITDA...
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Facebook 1Q22: TikTok-Ified
Positively addressed IDFA, spending, and monetization concerns. Facebook is massively undervalued. We think its worth at least $290, which is 50%...
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