Swiggy IPO: The Bull Case
The bull case rests on strong customer retention, food delivery hitting break-even, Instamart’s rapid growth and declining losses, and Out-of-Home...
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Grab Holdings (GRAB US) - Harvesting Product-Led Initiatives
Grab has started to harvest revenues from its product-led initiatives with a stronger performance expected in 3Q2024 for both growth and...
565 Views
Buying Global Technology; SPX and MSCI ACWI Above Base Supports; Sea, TSMC, SAP, Luxshare, & More
Buying Global Technology; $SPX and MSCI $ACWI Remain Above Base Supports at 5650-5670 and $117; Buying Taiwan Semiconductor $TSM $SE $SAP $GRAB...
524 Views
Pony AI Pre-IPO - The Negatives - No Signs of Growth, Valuation Has Already Been Cut by 50%+
Pony AI (PONY US), an autonomous mobility solutions provider, is looking to raise up to US$300m in its US IPO. In this note, we talk about the not...
415 Views
Pony AI Pre-IPO - The Positives - Scaling up Robotaxi & Robotrucks
Pony AI (PONY US)  an autonomous mobility solutions provider, is looking to raise up to US$300m in its US IPO. In this note, we talk about the...
503 Views