Delhivery Pre-IPO - The Negatives - Not Showing Clear Signs of Delivering Profits
Delhivery is looking to raise US$1bn in its upcoming India IPO. In this note, we talk about the not so positive aspects of the deal.
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Aequitas 2022 Asia IPO Pipeline
We take a look at the Asia Pacific IPO pipeline for 2022. This list has been compiled on a best effort basis from tracking company filings and...
473 Views
2022 High Conviction - FSN (Nykaa) - Marketplace and Inventory Mix Make It a Very Expensive Stock
FSN E-Commerce Ventures (Nykaa), is a lifestyle focussed e-commerce platform and consumer brand offering a portfolio of beauty, personal care and...
301 Views
FSN E-Commerce (Nykaa) IPO Trading - FOMO.
FSN E-commerce (Nykaa) raised around US$720m, via selling a mix of primary and secondary shares in its Indian IPO. In this note we will talk about...
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Nykaa IPO | Can It Make You Rich? (Without Getting Lucky)
Inspired by Naval's legendary thread, this Insight is an attempt to use his analogy to provide a different perspective on Nykaa 's IPO along with...
156 Views