India Food Delivery - Bracing for Disruption (ONDC)
ONDC is set to offer customers more options, alter business models for online food delivery players and provide a tailwind for express logistic...
456 Views
CJ Darcl Logistics Pre-IPO - Diversifying and Integrating Operations for a Larger Pie
CJ Darcl Logistics Limited is looking to raise around US$100m in its upcoming India IPO. In this note, we talk about the company’s historical...
204 Views
TVS Supply Chain Solutions Pre-IPO - Profitability Might Have Been COVID-Driven
TVS Supply Chain Solutions (1915741D IN) is looking to raise about US$500m in its upcoming India IPO. TVS SCS is an Indian supply chain logistics...
435 Views
Delhivery IPO Trading - Anchor Book Was Good but Overall Demand Was Still Tepid
Delhivery raised around US$680m in its India IPO, the company is backed by a host of financial investors, the largest being Softbank. In this note,...
374 Views
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...
607 Views