P N Gadgil Jewellers IPO - RHP Updates & Quick Thoughts on Peer Comp and Valuation
P N Gadgil Jewellers is looking to raise up to US$132m in its India IPO. In this note, we provide a summary of its RHP updates and share our quick...
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Western Carriers Pre-IPO-Expanding Through a Combination of Asset-Light Model and Own Infrastructure
Western Carriers (India) Limited is looking to raise about US$100m in its upcoming India IPO. In this note, we talk about the company’s historical...
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# 53 India Insight: NTPC Nuclear Energy Expansion, Raymond Expansion, HCL Tech New Revenue Stream
NTPC creating new subsidiary for nuclear energy expansion, Raymond Lifestyle plans 900 new stores in 3 years, L&T Construction cuts timelines by...
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IT: More of the same is good news
IT sector (coverage universe) continues to transition from a protracted IT upgrade cycle and low discretionary spending to some normalisation in...
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Axis Top Picks for the month of July 2024
The Axis Top Picks Basket delivered an excellent return of 11.8% in the last three months against the 7.5% return posted by Nifty 50 over the same...
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