Aequitas: Indo-MIM IPO Trading - Strong Overall Demand
Indo-MIM Ltd (IML) raised about US$395m in its India IPO. In this note, we talk about the demand and the trading dynamics.
146 Views
Zepto IPO- The Cost of Going Quick
Zepto has scaled aggressively in the last two years but profitability remains fragile. Sudden slash in marketing, arguable capitalisation policy,...
201 Views
GEM Weekly (11 Mar 2022): Chinese Macro Data; Samsung Electronics, Swiggy, Naver, Yum China
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
406 Views
Aequitas: Jio Platforms Pre-IPO - The Negatives - Lower ARPU, Related Party
Jio Platforms (JPL) is looking to raise up to US$3.75bn in its upcoming India IPO. In this note, we talk about the not-so-positive aspects of the...
142 Views
Eternal (ETERNAL IN): Foreign Room Increase & Passive Buying in August
With foreign room continuing to move higher, Eternal's weight increase in a global index in August could lead to passive inflows of US$665m. A pair...
157 Views