Primer: Restaurant Brands Asia (RBA IN) - Aug 2026
Restaurant Brands Asia (RBA) is the master franchisee for Burger King in India and Indonesia, and for Popeyes in Indonesia, positioning it to...
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Travel Food Services IPO - RHP Updates & Thoughts on Valuation
Travel Food Services (TFS) is looking to raise about US$233m in its India IPO. In this note, we will talk about the RHP updates and IPO valuations.
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Travel Food Services: $250M OFS, Niche Travel QSR but Valuations Seem Full Amidst near Term Weakness
TFS dominates Indian airport QSR and lounge market and is looking to grow aggressively across Asia, fair IPO valuation leaves limited room for...
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Guzman Y Gomez IPO - The Negatives - Lawsuits and Management Churn
Guzman Y Gomez plans to raise around US$160m in its Australian IPO. In this note, we talk about the not-so-positive aspects of the deal.
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RBA Arbitrage: Sensitivity Analysis & Yield Projections
Inspira Global's acquisition of Restaurant Brands Asia at INR 70/share triggers mandatory open offer, offering safe 3.33% return at INR 63/share...
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