Zomato Pre-IPO - Peer Comparison - Listed and Domestic
Zomato (ZOM IN) aims to raise US$1.1bn in its upcoming India IPO, which will be launched next week. This would be the largest listing in India...
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Zomato (ZOM IN) | How to Avoid a Deliveroo
In this insight, we address the key ESG concerns ZOM should address to improve its ESG disclosures as it prepares to hit the capital markets.
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Softbank Group and Didi Chuxing - Regulatory Pressure on the Rise
Softbank is down 5% and the holdco discount is over 45% on Didi weakness. We think our forecasts cover regulatory pressure but the VF IPO flywheel...
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TMT Weekly: 4 Things That Stood Out the Week of 7/2/2021
Intel has more product delays, Coursera's chief competitor is acquired. IBM's email doesn't work and Redhat chief departs. Amazon tries to form a...
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Softbank Group - Vision Fund’s Public Companies on Wild Ride to End Quarter in the Black
Vision Fund's portfolio moved into the black for Q1 thanks to IPOs and some amazing qtr-end moves by a few VF stocks. Report includes updated...
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