GEM Weekly (6 May 2022): Chinese and South Korean Macro; Xiaomi, Didi, Pinduoduo, JD.com, NetEase
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
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Delhivery IPO - Thoughts on Valution, Touch-And-Go
Delhivery is now looking to raise around US$700m in its upcoming India IPO, the company is backed by a host of financial investors, the largest...
605 Views
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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PAG Pre-IPO - The Negatives - Planned Reorg Doesn't Sound Great
PAG aims to raise around US$2bn via its Hong Kong IPO. In this note, we talk about the not so positive aspects of the deal.
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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...
429 Views