Chervon Holdings Pre-IPO - The Positives - Fast Growth, Good Reviews
Chervon Holdings Limited (CHL) plans to raise around US$500m in its Hong Kong IPO. The company is the largest China based provider of power and OPE...
371 Views
Walmart: Is The Retail Behemoth Winning The War With Amazon? (12/2021)
Walmart had fairly good quarter, with sales up 10.3% and profit up even higher at 17.5%, excluding divestitures and currency. Its strong momentum...
135 Views
2022 High Conviction - FSN (Nykaa) - Marketplace and Inventory Mix Make It a Very Expensive Stock
FSN E-Commerce Ventures (Nykaa), is a lifestyle focussed e-commerce platform and consumer brand offering a portfolio of beauty, personal care and...
471 Views
FSN E-Commerce (Nykaa) IPO Trading - FOMO.
FSN E-commerce (Nykaa) raised around US$720m, via selling a mix of primary and secondary shares in its Indian IPO. In this note we will talk about...
435 Views
Amazon 3Q21: 4Q’s $9 Billion Consumer Shock Absorber
Supply constraints. Wage inflation. People shopping in stores. Fixed cost develeraging. Amazon's retail business will lose $13B in 2H21. 2022...
203 Views