JSE Dec 2024 Rebal: OUT to Enter Top 40, NPH to Fall Out / NPN PRX 1H Results: Discounts Catch Bid
Naspers and Prosus have outperformed the underlying portfolio following the release of 1H FY25 results. Naspers has outperformed Prosus, reducing...
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NPN X PRX: Swiggy Lists, Tencent 3Q FY24 Results, Market Awaits H1 FY25 Results and Strategy Update
Comments made by Bloisi in a recent interview with the Financial Times have weighed on the discount, reiterating whether it was the right approach...
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Swiggy IPO Trading - Decent Anchor but Tepid Overall Demand
Swiggy Limited raised around US$1.35bn in its India IPO, although the demand wasn't great with only instis having some interest in the listing.
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Swiggy IPO - Not as Cheap as It Looks
Swiggy is looking to raise around US$1.35bn in its India IPO. We have looked at its past performance earlier. In this note, we talk about valuations.
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Swiggy Pre-IPO - The Negtives - Neither Food nor Quick Commerce Was the Largest Revenue Driver
Swiggy is planning to raise around US$1.25bn through its upcoming India IPO. In this note, we talk about the not-so-positive aspects of the deal.
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