ECM Weekly (1st Oct 2023) - Cainiao, J&T, Kokusai, Seoul Guarantee, Ecopro, Leapmotor, Bajaj Finance
Aequitas Reserach puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
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Indian Banks Screener: Bank of Baroda (BOB IN) Remains Stand Out Value
Bank of Baroda is the top value pick from our Indian banks screens, while HDFC Bank is the high quality name. Axis Bank is worth watching, but we...
627 Views
Sai Silks Kalamandir IPO - Not Particularly Exciting but Is Relatively Cheap
Sai Silk Kalamandir (SSKL IN) is looking to raise about US$145m in its India IPO. In this note, we look at the company's past performance and talk...
310 Views
Indusind Bank: When Half the Staff Left, Why Didn’t Independent Directors Think It Worth Mentioning?
The complete neglect by the Indusind Bank board to discuss attrition reflects poorly on its conduct. Providing increment to a key official when...
455 Views
Five Star Placement - Well Flagged but Have a Lot More Stock to Get Through
Three PE investors are looking to raise up to US$158m via selling 5.9% of Five Star Business Finance (FIVESTAR IN) (FSB). In this note, we talk...
538 Views