Bullish Outlook Intact on MSCI ACWI & SPX; Buys in Services, Technology, Discretionary, Gold Miners
Bullish Outlook Intact on MSCI $ACWI and $SPX as they hold above their respective bases at $117 and 5650-5670; Buys in Services, Technology,...
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Swiggy IPO: The Bear Case
Swiggy aims to raise up to US$1.4 billion. The bear case rests on food delivery and Instamart's lagging Zomato on key metrics, ongoing losses, and...
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Swiggy IPO - Not as Cheap as It Looks
Swiggy is looking to raise around US$1.35bn in its India IPO. We have looked at its past performance earlier. In this note, we talk about valuations.
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Swiggy Pre-IPO - Peer Comparison - Smaller, Slower and Less Profitable
Swiggy is planning to raise around US$1.25bn through its upcoming India IPO. In this note, we undertake a peer comparison.
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The Week That Was in ASEAN@Smartkarma - Bank Central Asia, Grab Holdings, and Thai Banks
The past week saw insights on Bank Central Asia (BBCA IJ), Grab Holdings (GRAB US), Dyna Mac (DMHL SP), Delta Electronics Thailand (DELTA TB) and...
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