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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JSE Sep24 Rebal: Foreign Inward Listings Amongst Top Sells, PPH to Enter Top 40, AMS to Be Deleted
An overview of the top buys and sells going into the JSE September rebalance on Friday. AGL & CFR are amongst the top sells, resulting from a...
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Naspers X Prosus Discount Update Post Tencent 2Q FY24 Results, Narrowing Gains Momentum
The discounts of Naspers and Prosus have continued to narrow through August. We provide an update on how the discounts have traded since Tencent...
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Tencent to Report 2Q FY24 Results (What Is Priced?), MSC Index Changes for Aug Rebalance Published
Tencent is due to report 2Q FY24 results tomorrow. In this insight we explore what is priced and how Tencent has performed relative to peers since...
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The Naspers/Tencent & Prosus/Tencent Stub: Entry Levels so Attractive It Looks Too Good to Be True
Since the appointment of Fabricio Bloisi to Group CEO was announced in May, the discounts have widened notably. This, despite a very good set of...
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