Avia Avian IPO - Leader in Indonesia Paint Industry with Justifiable Valuation
PT Avia Avian (AVIA IJ) is looking to raise US$772m in its Indonesia IPO. We think that valuation is justifiable at the IPO price range.
400 Views
Asian Paints: Whistle Blower Letter
Asian Paints faced a whistleblower event, flagging related party transactions carried out by the promoters. We analyse the allegations by looking...
123 Views
Asian Paints: Higher Raw Material Prices Dent Margins
The company took a price hike of 4% in Q2FY22 and has further guided to take price hikes to offset higher input prices. Strong brand, market...
67 Views
HSIE Results Daily: Asian Paints, Havells India
Havells India: Havells delivered a strong Q2FY22 revenue performance; however, margin was a miss. Revenue grew by 31% YoY (20% two-year CAGR, HSIE...
231 Views
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.
179 Views