CX Daily: Has China’s Monetary Policy Reached Its Limit?
In Depth: Has China’s monetary policy reached its limit? Alleged U.S. cyberattack targeted China’s key telecom infrastructure
173 Views
Mahindra & Mahindra (MM IN) | The Bookings Fallacy
We challenge Mahindra & Mahindra (MM IN) 's narrative of strong demand and booking pipeline (140k+ open bookings, excl Scorpio N as of Q1 FY23)
952 Views
Grab IPO Lock-Up - Over 60% of the Stock Worth Nearly US$8bn Comes Free
Grab raised around US$4.5bn in its de-SPAC listing in Dec 2021. The shares are now trading around 68% below the listing price. The lockup release...
1.7k Views
Grab SPAC Listing - Thoughts on Valuation, Lock-Up Release
On 13th Apr 21, Grab announced that it plans to go public in the US in partnership with Altimeter Growth Corp at an equity val of US$39.6bn. In...
603 Views
Kansai Electric US$3.5bn Deal Updates - Has Delivered a Decent Correction, as Compared to past Deals
Kansai Electric Power (9503 JP) plans to raise up to US$3.5bn (including over-allocation) to partly fund its investment plans. In this note, we...
296 Views