Ola Electric Pre-IPO - Initial Thoughts on Valuation
Ola Electric is looking to raise about US$1bn in its upcoming India IPO. In this note, we talk about our earnings forecast and valuations.
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ARM Holdings IPO Lock-Up Expiry - A US$127bn Lockup Release Might Be Too Tempting to Pass On
Softbank raised around US$4.9bn via selling some of its stake in ARM Holdings (ARM US)’ US IPO. Its remaining 90% stake will be released from its...
1.2k Views
Ola Electric Pre-IPO Peer Comparison - Increasing Competition, but It’s Still the Leader
Ola Electric is looking to raise about US$1bn in its upcoming India IPO. In this note, we will undertake a peer comparison.
488 Views
Elon Musk's "Global Sewer" May Derail Bankers' Trying To Finally Dump Toxic Twitter LBO Debt
As I warned in November, Bloomberg reports today Elon Musk refused to rework disastrous loans Banks funded for him buy Twitter which have cost them...
890 Views
Ecopro Materials: Potential Selling by Second Largest Shareholder Post End of Lockup Period in May
We discuss the strong likelihood of potential selling of EcoPro Materials by BRV Capital Management (the second largest shareholder of Ecopro...
391 Views