Healthium Medtech Pre-IPO - Peer Comparison and Thoughts on Valuation
Healthium Medtech (HM) is looking to raise up to US$500m in its upcoming India IPO. In this note, we undertake a peer comparison and talk about...
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Star Health Insurance IPO - Mixed Updates. Good but Expensive
Star Health and Allied Insurance (SHAI), the largest private health and retail health insurance company in India, plans to raise up to US$979m in...
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Healthium Medtech Pre-IPO - Steady Earnings, Creating a Niche
Healthium Medtech is looking to raise up to US$500m in its upcoming India IPO. Healthium Medtech is a medtech company that manufactures products...
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Asia Ex-Japan Positioning: India & Tech at Record Highs
In this analysis, we provide a detailed overview of investor positioning among 96 active Asia Ex-Japan funds with combined AUM of $80bn.
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HCG: Getting Disciplined
Over last 1Y, HCG has restructured itself significantly to streamline its capital allocation and consolidate its existing operations. With capex...
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