Paytm (One 97) IPO - RHP Updates - Better Disclosures, Signs of Turning Around
Paytm (PAYTM IN) plans to raise around US$2.5bn in its India IPO. The company is backed by Ant Fin, Softbank Group (9984 JP) and counts Berkshire...
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PB Fintech (Policybazaar) IPO - Increasing Competition Will Keep Ad Spending High
PB Fintech, India’s largest online platform for insurance and lending products, aims to raise up to US$793m in its India IPO. The company is backed...
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FSN E-Commerce (Nykaa) IPO - Beauty Showing Signs of Improvement but Its Too Expensive for Our Taste
FSN E-commerce (Nykaa) aims to raise around US$720m in its Indian IPO. In this note, we will look at the recent updates and valuation.
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PB Fintech (Policybazaar) Pre-IPO - The Negatives - Patchy Data, Strategy Missteps
PB Fintech (PBF), India’s largest online platform for insurance and lending products, aims to raise up to US$800m via selling a mix of primary and...
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LIC Housing Finance – No NCOs Whatsoever?
LIC HOUSING: LIC reported a QOQ FY 2Q22 bottom-line increase of 61.6%, driven by a loss provision cut. Oddly, LIC had zero NCOs and negative loan...
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