In today’s briefing:
- Go Air (Go First) Pre-IPO – The Positives – Was Flying Reasonably High Pre-COVID
- ClouDr IPO: Strong Business Model with Multiple Revenue Channels
- Go Air (Go First) Pre-IPO – The Negatives – Competition Is About to Pick-Up Again
Go Air (Go First) Pre-IPO – The Positives – Was Flying Reasonably High Pre-COVID
- GoAir (Go First) is looking to raise up to US$500m in its upcoming India IPO. The company is owned by the Wadia family, who also own Britannia Industries (BRIT IN).
- Go Air is an ultra-low-cost carrier (ULCC) primarily operating in India. It had a market share of 10.8% in FY20 in the domestic market.
- In this note, we will talk about the positive aspects of the deal.
ClouDr IPO: Strong Business Model with Multiple Revenue Channels
- ClouDr was the largest digital chronic condition management solution provider in China. The company’ application for a HKEx IPO has been approved and plans to raise proceeds of around US$500m.
- The company is well positioned to benefit from growing demand for digital healthcare marketing and services in China driven by increased health awareness, technological advancements and prevalence of chronic conditions.
- In this insight, we examine the company’s business model, segments and financials.
Go Air (Go First) Pre-IPO – The Negatives – Competition Is About to Pick-Up Again
- GoAir (Go First) is looking to raise up to US$500m in its upcoming India IPO. The company is owned by the Wadia family, who also own Britannia.
- Go Air is an ultra-low-cost carrier (ULCC) primarily operating in India. It had a market share of 10.8% in FY20 in the domestic market.
- In this note, we talk about the not so positive aspects of the deal.
Before it’s here, it’s on Smartkarma