Supply Chain Complexity
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Blinkit CEO warns India’s quick commerce bubble may be close to bursting
BusinessLine· 2025-12-09 06:42
The head of India’s biggest quick commerce player says the sector is hurtling toward a shakeout as rivals’ cash dries up, but that his startup will thrive — and continue its expansion.A model that has so far relied on relentless fundraising is nearing its limits and companies will soon have to decide how long they can keep absorbing steep losses, Blinkit Chief Executive Officer Albinder Dhindsa said in an interview.Global investors including SoftBank Group Corp., Temasek Holdings Pte. and Middle Eastern sov ...
ZIM: Cutting Target Price But Keeping A BUY Rating At Current Prices
Seeking Alpha· 2025-09-06 12:57
Group 1 - The company ZIM is viewed as a bet on increasing trade uncertainty and the complexity of supply chains [1] - An expectation that ocean freight rates would rise was a key component of the investment thesis [1] Group 2 - Invest Heroes LLC is a research firm established in 2018, providing equity and fixed income research services [1] - The firm covers over 120 Russian, US, and Chinese stocks, as well as 200 Russian bonds [1] - The research team consists of 9 analysts and has gained recognition in the global market [1] - The firm has achieved milestones such as being included in Refinitiv and Factset, and has been recognized as top analysts for several Russian companies [1]