Asian Equities: US Exceptionalism Vs Asian Valuation Allure
Asia's slightly lower EPS growth & ROE than US's don't justify the huge discount the former trades at. EPS est decline is a worry though. Our top...
607 Views
Schloss Bangalore Pre-IPO - Diversified Luxury Portfolio but Comes with High Debt
Schloss Bangalore Limited (Leela Hotels) is looking to raise about US$600m in its upcoming India IPO. In this note, we talk about the company’s...
379 Views
LG Electronics India Pre-IPO - The Negatives - Not All Categories Have Been Growing
LG Electronics (066570 KS) is looking to raise US$1.5bn+ via part-selling its stake in LG Electronics India. In this note, we talk about the not-so...
471 Views
LG Electronics India Pre-IPO - The Positives - Well Known and Well Loved
LG Electronics (066570 KS) is looking to raise US$1.5bn+ via part-selling its stake in LG Electronics India IPO. In this note, we talk about the...
21.9k Views
Time to Buy HDFC Bank (HDFCB IN)
HDFC Bank stock has corrected over 13% and is deeply oversold, with a high probability of a weekly trend reversal. Good opportunity to buy...
174 Views