Vedant Fashions IPO - Dominant Position in a Small Niche but Appears Pricey
Vedant Fashions is looking to raise up to US$420m in its India IPO. In this note we will talk about the company background and run the deal through...
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GEM Weekly (28 Jan 2022): South Korea, Taiwan GDP; JD.com, Baidu, Tencent, Bharti Airtel
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
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Value Funds Move to Record Underweight in India
India moves to the largest underweight country holding among EM Value managers. Current underweight the highest on record.
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Paytm (One 97) - Large Anchor Book Expiry, Prior Listings Have Corrected a Few Days Ahead
Paytm raised around US$2.2bn in its IPO. In this note, we look at the upcoming anchor book lock-up expiry and how other IPOs have done around that...
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StubWorld: Jardine Cycle & Carriage Trading Wide; SingTel's Steepest Discount Ever?
I'd look to set up JCNC around these levels. And continue to recommend getting involved in SingTel either as a deep value play, and/or an...
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