Swiggy QIP Announcement:

Swiggy is planning to raise up to ₹10,000 crore through a Qualified Institutional Placement (QIP) at a price of ₹371 per share, which is a 6.8% discount to its current market price.
Investors who participate in this QIP will be restricted from selling their allotted shares for 60 days.

The company aims to use this large fund infusion to aggressively expand and promote its e-commerce vertical.

Meanwhile, Blinkit’s CEO made a strong comment stating that the quick-commerce space may be nearing a bubble, which has created mixed sentiment in the market

Ixigo & IRCTC – Benefiting From Travel Disruptions:

Due to the recent increase in flight cancellations, both Ixigo and IRCTC are expected to benefit.
When passengers switch to train travel or book through their platforms, these companies see higher traffic and may also earn more through cross-selling services.

This narrative is gaining traction in the market.

Asian Paints – BCCI Partnership :

Asian Paints has signed a ₹45 crore deal to become an official partner of the BCCI.
However, the stock fell 4% on 9th December, possibly because investors believe past BCCI partnerships haven’t always delivered strong business results.

Only in the coming years will it be clear whether this collaboration turns out to be beneficial or not.

Coforge – Stock Decline Despite Positive Rating :

Coforge shares have been falling steadily to multi-month lows.
Even after Morgan Stanley assigned an Overweight rating with a target price of ₹2,030, investor sentiment remains weak.

Although the company has announced ambitious goals such as aiming for a $2 billion order book, the market does not seem convinced yet.

UBS Update on Hero MotoCorp :

UBS reported that Hero MotoCorp’s market share dropped to nearly 19% in early December, compared to 35% in November 2025.
This sharp decline has increased concerns about the company’s competitive strength in the two-wheeler segment.

 

Delhivery – New International Shipping Service :

Delhivery has launched a new service called Delhivery International, targeting MSMEs that want to ship products globally.
The company aims to simplify and support cross-border logistics challenges for small enterprises, marking another expansion in its product offerings.