In today’s briefing:
- Last Week in Event SPACE: Mapletree, Alibaba, Australian Unity Office
- Dealshare Tearsheet – Social Commerce For the Masses
- Kaveri Seeds- Forensic Analysis
Last Week in Event SPACE: Mapletree, Alibaba, Australian Unity Office
- Given recent corporate events in S-REIT land, there could be some considerable money to be allocated to the sector near-term
- Alibaba (ADR) (BABA US) / Alibaba Group (9988 HK) issued an announcement it would pursue a primary listing on the HKEX. This will make BABA Southbound-eligible
- At 0.81x newly-lowered book value, Australian Unity Office Fund (AOF AU) is trading at a relatively low multiple.
Dealshare Tearsheet – Social Commerce For the Masses
- Serving the masses, Dealshare (1907039D IN) is India’s social commerce company efficiently taking on e-commerce grocery giants in India.
- Channel feedback is positive, the company is well positioned & focused on a specific part of the market and seems to be doing well.
- The efforts are translating into growing revenues, but the profitability is yet to follow. The model is interesting and warrants close attention.
Kaveri Seeds- Forensic Analysis
- In our previous insight on Kaveri Seed (KSCL IN) , Kaveri Seed: Wilting Sprouts we had predominantly highlighted the challenges faced by cotton seed players due to the external conditions.
- In this insight, we particularly dwell into the forensics checks of the company and present our takeaways.
- Key takeaways include concerns on investments, receivables, working capital cycle and some disclosures.
💡 Before it’s here, it’s on Smartkarma
Sign Up for Free
The Smartkarma Preview Pass is your entry to the Independent Investment Research Network
- ✓ Unlimited Research Summaries
- ✓ Personalised Alerts
- ✓ Custom Watchlists
- ✓ Company Data and News
- ✓ Events & Webinars
