Brainbees Solutions (FirstCry) IPO - RHP Updates - Growing but Slowing
BrainBees Solutions is looking to raise up to US$500m in its upcoming India IPO. In this note, we talk about the updates from its recent filings.
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Ola Electric Pre-IPO - Initial Thoughts on Valuation
Ola Electric has launched its IPO at a much more digestible valuation than what it was aiming for earlier. At the current valuations, it would be...
925 Views
Quiddity Leaderboard BSE/​​​​SENSEX Dec 24: Could Zomato's Share Price Rally Become a Problem?
We see Zomato as a BSE 100 DEL for December 2024 as it currently violates one of the derivative linkage requirements. Zomato's fate will depend on...
560 Views
Payment Companies – Updated Sector Overview and Potential IPOs
Mixed 2Q24 shares performance, challenging for long investors in payment companies. Visa retained as core holding, with buys PagSeguro and Shift4;...
758 Views
Kakao Pay Lockup Expiry - US$1bn Overhang from Alipay
Alipay will come out of its placement linked lockup for its remaining stake in Kakaopay (377300 KS) today. Alipay will once again be free to...
619 Views