Discover and read the best of Twitter Threads about #IPO

Most recents (24)

@KimKardashian who? Chinese #KOL sells US $300milion of goods in one session on @KuaishouVideos. #Xinba sold 16 million items in 12hrs, setting a new record on #Kuaishou. previous record being $220m by Xinba. @psb_dc @amitTwitr @richardturrin @jasuja…
Kuaishou who?
They are a the short video and social media platform.
📹competitor to @BytedanceTalk.
❇️Kuaishou have 770million active monthly users & 250m daily users.
💴Over $60Billion in #ecommerce sales in 2020, a 50% yoy increase. 2/
Kuaishou #stock was up over 200% after #IPO on @HKEXGroup. Marketcap now at $160Billion. @TencentGlobal is one of their major shareholders with #tencent related entities owning over 20% .
Read 4 tweets
Nekosune is linked to David Challenor, Aimee Challenor's convicted child rapist father, by way of Keybase accounts, around the time Aimee had hired David as its Green Party UK political manager.
One of Aimee's old Reddit accounts also mentions that Nekosune had sent them and others campaign emails from Green Party. Katrina Swales (Nekosune) is around ~40yo, and was active on FurAffinity long ago, so likely had contact with David Challenor while Aimee was still a child
Nekosune also started a petition to remove custody of an 11yo child from a father who was trying to detransition the child, who Nekosune was involved in grooming.…
Read 39 tweets
Before you see the high subscription numbers or the grey market premium for Easy Trip Planners, you must go through these red flags 🚩
A thread 👇🧵
Hit retweet to help aware more retail participants. (1/n)
#EasyTripPlanners #IPO
The company is not in profits as per SEBI guidelines in 3 of the past 5 years. Hence, the IPO shall have 75% reservation for QIP and just 10% for retail participants. This would mean more retail subscription (read trap). (2/n)
The promoters, Nishant Pitti and Rikant Pitte draw salary and reimbursement of close to 10cr. That’s huge against a profit of just 40cr. (3/n)
Read 11 tweets
Here is my released $RBLX Roblox Due-Diligence Writeup for it's upcoming IPO on Wednesday of next week (March 10th)

Please read the disclaimer in the report!

I do welcome any and all feedback you have below!

#DueDiligence #TradeIdeas #IPO #Roblox #TradingTip Image
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Read 6 tweets
SPAC me the money!

Special Purpose Acquisition Companies, or SPACs are all the rage in Wall Street of late. They are an alternative to traditional IPOs if the intent is to take the company public.

The process is quite reverse, actually. In an IPO, a company with a defined prospectus is looking to raise funds from the market. A SPAC, on the other hand, is a company with money on its hands, looking for new business collaborations (mergers/acquisitions) to focus on.

Recently, India's Number #1 renewable energy company, ReNew Power, opted for a SPAC-IPO to go public on the NASDAQ Exchange. As more and more companies take the SPAC route, it becomes clear that investment is no longer a goal-oriented idea but a gain-oriented idea.

Read 4 tweets
IPO Alert: Heranba Industries Ltd. IPO is all set to launch tomorrow, 23 February. Here is everything you need to know.
#IPO Image
More about the offer: Image
Goal of this IPO: Image
Read 8 tweets
#FASTag- Convenience or Money Matter?? - a thread for @NHAI_Official @MORTHIndia
1. On February 16th, govt implemented long pending FASTag in toll plazas across the country. FASTag is now mandatory for all existing vehicles on the road, & no new vehicle can be taken w/o (1 of 8)
2. FASTag in them.
What is FASTag - A reloadable tag which enables automatic deduction of toll & lets you pass through the toll plaza w/o stopping for cash. FASTag is linked to prepaid account frm which the applicable toll amount is deducted. (2/8)
3 . Now, how much does a FASTag cost – Initial cost is ₹500 – of which ₹100 is the service for the tag, ₹200 is refundable security deposit and ₹200 would be loaded into the tag for use at #TollPlazas. You can keep on reloading the wallet as per your travel plans. (3/8)
Read 9 tweets
Future Energy Source Company #IPO
⚫️500m new shares @ $0.80 each (J$400m target)
⚫️35% (175m reserved for general public)

⚫️Opens Feb 25th. Closes Mar 3rd

FESCO is a Jamaican owned, fuel distribution company, licenced and operating
in Jamaica.
#FinanceTwitterJa Image
FESCO was incorporated and registered with the Companies Office of Jamaica on Feb 4, 2013 and made its first fuel sale in Nov 2013

In 2014, the first FESCO branded Service Station was
unveiled in Mandeville. There are now fourteen
(14) branded Service Stations islandwide Image
FESCO is a Jamaican owned, fuel distribution company, licenced and operating in Jamaica.

They have partnered with some dealer-owned dealer-operated Service Stations and company invested-dealer operated Service Stations to brand their stations as FESCO Service Stations.
Read 16 tweets
SPAC mania is on.
2020 smashed the record for the number of SPACs.

SPACs have been around since 1990s, why this sudden interest now?

Time for a thread.
1/ Company perspective

-SPACs offer easier, faster & more predictable process vs. traditional IPO; was particularly imp. during early weeks of COVID crisis as market volatility shot up

-tap into operational/investing reputation of SPAC sponsor to potentially seek ↗️ valuation
2/ SPAC Sponsors' perspective

- Opportunity to raise capital quickly in public markets without going through a long fundraise process, working with sophisticated LPs

- Make good💰quickly through sponsor equity, although competition can making the terms more company friendly
Read 23 tweets
🔥I JUST bought $300,000.00 in ASTRA ( $HOL ) STOCK!🔥

1/ It's a #SpaceX type company & I'm very excited!

Read the 61 thread post below with my notes on WHY I did it. 👇👇👇

2/ #ASTRA ($ASTR) currently trading under the #SPAC symbol $HOL (Holicity)

It is a space company the manufactures smaller rockets and #spacecraft to allow businesses to launch into space very quickly and cheaply, from anywhere in the world.
3/ I first bought 10K shares of $HOL last week at $15...

... an additional 7500 shares this morning in pre-trading @$20/share...

...for a total of $300,000 (actually $304,233 / I rounded the share prices.)
Read 29 tweets
What is Equity #Portfolio #Risk Management?
If I understand your question correctly, the Equity Portfolio Risk Management should be primarily be concerned with managing the market and liquidity risk of Equity or akin linked Securities.
@GARP_Risk @CQFInstitute @icmacentre @ICMA
Other Portfolio Investment Management Risks might include =>
1.Transactional Risk
2.Price and Fair Value Modelling Risk
3.Financial Reporting Risks
4.Trading Microstructure Risks
5.Legal Risk
6.Hedging Risk using Risk Financing Methods
Investments and/or trades in the Equity Securities aka company issued shares generally falls into three-segmented and specialized market categories =>
Read 17 tweets
#Stovekraft #ipo

This company piqued my mom's interest a lot

Stovekraft is the largest kitchen appliance company in India

Company has more than 660+ products across all segments

Company has 34000+ dealers across india

Which gives it a very stronge presence in the market

Company has presence in over 14+ countries

This business is led by consumption
If you cook and eat you need kitchen ware

They started with making Kerosene wick stoves + LPG stoves hence the name stovekraft

They are the largest manufacturer of LPG stoves in india
#Stovekraft #ipo

They have a stronge brand + customer loyalty

Major frontrunner brands are #Pigeon / Gilma/ Black+ decker

Which will move the company towards premium products
Read 5 tweets
With $GME hitting all time highs, making people millions & some even billions, let's take a look at one of the gaming companies set to IPO soon.

Time for a thread 👇 👇👇
1/ Roblox is like the world’s largest:

🏨 HOTEL COMPANY #AirBnB 👉 doesn’t own real estate
🚕 TAXI COMPANY #Uber 👉 doesn’t own any cars


🎮 DIGITAL PLAYGROUND COMPANY #Roblox 👉 doesn’t create any games
2/ Digital Disney World.

Remember building imaginary forts with your friends in your backyard?

It's like that except digital, pros are building the structures and your parents are spending a lot of $$$ buying gear, digital pets and accessories.

Making $RBLX very rich!
Read 22 tweets
The biggest #bubble of our lives:
- Retail makes prices at the margin by buying OTM calls on sh1t #stonks
- #Tether prints USD backed with #bitcoin and loans & it’s fine
- “It’s a software co” EV maker is larger than almost all #software companies
- Digital images sell for >$300k
- People now make videos explaining they don’t need to work jobs because they buy stonks when they go up
- $ETH is undervalued on basis of cashflows for transactions that token holders have zero claim on
- #Ripple dumping on you is fine because they have $XRP fans in Japan
- #Restaurants & Small #businesses go bankrupt because of #lockdown and slow gov’t help but it’s fine
- $HTZ tries to do a cap increase out of chapter 11 because #robinhood
- A Company does reverse stock split and people brag about gains on per stock price basis on social media
Read 6 tweets
Bientôt la fin de partie pour #Lyxor !

Vraisemblablement, le groupe #SociétéGénérale ne sera bientôt plus présent dans la gestion d'actifs.

En 2009, il avait apporté #SGAM aux activités du #CréditAgricole, donnant ainsi la naissance à #Amundi.
Société Générale était dans un premier temps resté actionnaire minoritaire à hauteur de 20%, avant de sortir complètement du capital d'#Amundi après l'#IPO de novembre 2015.
Jusqu'ici restait dans le giron de Société Générale un autre gérant d'actifs, #LyxorAM, notamment connu pour ses #ETF.

#Lyxor a même été pionnier en Europe de ses fonds cotés en Bourse avec son ETF sur le #CAC40 lancé en décembre 2000.
Read 7 tweets
Sensex scripting history today,by breaching 50000 for 1st time,is vindication of investor faith in @narendramodi gov

#Sensex,from 40000 on Oct8'20 to 50000 in just 74 sessions&from 45000 on Nov4'20 to 50K today,in 32 trading days,reflects economic momentum

Modi naysayers,quiet!
When #StockMarket plummeted to lows of 25000 at peak of #COVID19 crisis,few had envisaged such meteoric rise from index's 3yr low

Plethora of factors fuelled rally

Liquidity push,FII buying,good corporate earnings,mega vaccine roll out&economic traction under @narendramodi govt
Rs 4633 Cr #IRFC IPO has been subscribed 3.49x on final day of 3 day bidding process;Issue received bids for 435 Crore equity shares as against offered size of 124Cr equity shares

35% of #IPO reserved for #Retail investors,saw 3.53x subscription, with #QIB oversubscribed 3.78x💪
Read 7 tweets
Reviewing SoFI's investor deck; select commentary here - a thread.

Identifies its core segment as "High Earner Not Well Served" (basically, a nicer version of "HENRY", high earner not rich yet)

#fintech #finserv

Don't see anything inherently different about SoFI's positioning on "differentiation" - though they are farther along than other challengers in developing a full product stack + pursuing a bank charter.

Obligatory 'fly wheel' slide

"Financial services productivity loop" is cringe-inducing; think most just call this a cross-sell strategy (see: Wells Fargo).

If well-executed, true it should drive superior LTV, lower CAC --> better unit economics
Read 20 tweets
Read this book at the time of #CAMS #IPO.
A brilliant read to know about the #growth trajectory of the #company & why it's only starting.

@YMehta_ @finthusiasts @nid_rockz @manurishiguptha @MadrasMobile @MarketScientist
@AnyBodyCanFly @ipo_mantra

Thread coming.👇 Image
Foreword by- Mr. Deepak Parekh, Chairman @HomeLoansByHDFC

He writes about India's #economy post #Liberalization & how #companies that have come up have one thing in common- #knowledge.

#CAMS began as a #software development & #computer education firm, moved to share registry services handling #IPO's, later became a Registrar & Transfer Agent (#RTA). It now also handles documentation requirements in #banking, #insurance & #microfinance.

Read 25 tweets
Where is #JackMa? Questions arise about the billionaire’s whereabouts as #Alibaba faces scrutiny from the Chinese government…

By @SanchDash
@SanchDash #JackMa, the Chinese billionaire currently under scrutiny by the government of #China, has reportedly not been seen in public for several weeks.

#JackMa was scheduled to appear for the filming of his own talent show – Africa’s Business Heroes but was instead replaced by another #Alibaba executive.
Read 10 tweets
Here Dabur India Limited IPO & Analyst Data

#Dabur #IPO
Read 3 tweets
In this #IPO frenzy market, lets talk (Thread) about some basics around
-Allotment process
-IPO Funding
-Grey Market

Hit the ‘re-tweet’ & help us educated more investors (1/n)
Why do companies come out with an IPO?

(a) Funding needs
- Business expansion plans
- Debt payoff

(b) Non-Funding requirement
- Enhancing corporate stature
- Exit options to large investors like the VCs & PEs (2/n)
While most of us believe IPOs are for funding requirements, you deep dive and understand it’s more of an exit channel for large investors (VC/PE). Let me explain the same concept from a start-up's perspective (3/n)
Read 25 tweets
The world’s second-largest economy, #China, has recently launched an #antitrust investigation into Asia’s leading e-commerce company, #Alibaba, listed on the biggest #stock market in the world.
#eCommerce juggernaut seems to be in hot water over its affiliate company, better known as #Ant Group, as #Chinese antitrust regulators plan to review if it was in any way #monopolistic
Such a move by the #Chinese regulators is seen by some market commentators as a huge hit to #JackMa’s e-commerce and #fintech empire
Read 8 tweets
IPO Alert - Mrs. Bectors Food Specialities Ltd. IPO opens on 15 December. Here is everything you need to know.
About Mrs. Bectors Food Specialities Ltd.😇
More details about the offer here.
Read 8 tweets
Here’s a compilation of Personal Finance threads I have written so far. Thank you for motivating me to do it.

Hit the 're-tweet' and help us educated more investors
Yes Bank’s additional Tier 1 bonds, written off. Lakshmi Villas Banks Tier 2 bonds, written off. Understand what & why of ATI and Tier 2 bonds in this thread.

'Floating Rate Funds' - A case for debt investing in the current interest rate situation (2/n)

Read 31 tweets

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