Swiggy Pre-IPO Early Look - Innovation Leader, Profitability Laggard
Swiggy aims to raise US$1.25bn in its upcoming India IPO. The company has filed confidentially for its IPO, which is likely to be launched towards...
389 Views
Naspers (NPN) X Prosus (PRX): Performance for Q1 2024, Gains Driven by Tencent, NAV Growth
A look into the performance of Naspers and Prosus for the first quarter of 2024. Gains were driven by Tencent and a weaker Rand (NAV growth) as...
250 Views
Tencent (700 HK): Gross Margins, Cost Cutting Likely to Be Focus Going into Q4 FY23 Results
A look into what is priced ahead of Tencent's FY23 results release tomorrow after the HK close. Gross margins and cost cutting are likely going to...
323 Views
JSE March Rebalance Day: Top Sells AGL, MNP & INP
We expect large volumes of AGL, MNP and INP to trade in the closing auction as the JSE implement Phase 1 of the harmonisation project.
425 Views
NPN X PRX: Discounts Continue to Come Under Pressure
The discounts continue to come under pressure after a salient narrowing from mid-February through to mid-March. Naspers has underperformed Prosus...
420 Views