Zomato Placement - SVF's Overhang Will Be Lifted Post-Deal, Momentum on the Stock Remains Strong
Softbank Group (9984 JP) is looking to raise US$135m from selling its remaining stake in Zomato (ZOMATO IN). The stake sale now will be a cleanup one.
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Vodafone Idea Placement - Very Well Flagged but Its Not Going to Fix a Whole Lot of Issues
Vodafone Idea (IDEA IN) plans to raise around US$2.2bn via a follow-on public offering. In this note, we talk about the deal dyanmics.
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Mankind Pharma Lock-Up - A US$1.1bn+ Lockup Release
The two pre-IPO investors have launched a block to sell around US$591m worth of Mankind Pharma shares. Since the lockup on the shares expired not...
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Kotak Mahindra Bank - US$1.2 Billion Lockup Release
In Jun 2023, CPPIB raised around US$750m via selling a 1.6% stake in Kotak Mahindra Bank (KMB IN). Prior to that it had sold a similar amount in...
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Tencent Investee Selldown - JD.com Done, Meituan Done, Two More Still Left
Tencent has been distributing shares in some of its investments over the past two years. In this note, we look at which of its remaining investee...
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