Dingdong Maicai Pre-IPO - It's Still like a VC Bet but Probably Worth It
Dingdong Maicia (DDL US) (DM), a groceries on-demand e-commerce company, aims to raise up to US$357m via a US listing. It is backed by Tiger...
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Dingdong Maicai Pre-IPO - Thoughts on Valuation
Dingdong Maicia (DDL US), a groceries on-demand e-commerce company, aims to raise up to US$500m via a US listing. It is backed by Tiger Global,...
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Zomato Pre-IPO - Filings Lack Narrative, a Little Bit of History Helps
Zomato aims to raise US$1.1bn in its upcoming India IPO. This would be the largest listing in India from the technology sector.
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Zomato IPO: Improving Unit Economics Could Be Misleading & There Could Be Goodwill Write-Offs
Even though Zomato's 9MFY21 results seems like a significant improvement in unit economics, it is more an indication that Zomato is incapable of...
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Deliveroo IPO First Day Trading: Too Risky to Hold Long Term
If Deliveroo is requested to treat its riders as employees, the company's path to profitability is going to get impaired significantly. Therefore,...
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