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...
239 Views
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...
226 Views
Paytm IPO Trading - Largest IPO with Lowest Coverage, Skipped by Domestics
Paytm (PAYTM IN) raised around US$2.5bn via selling a mix of primary and secondary shares in its India IPO. In this note, we will talk about the...
368 Views
PB Fintech (Policybazaar) IPO Trading - Mixed Bag Demand
PB Fintech, India’s largest online platform for insurance and lending products, raised US$793m via selling a mix of primary and secondary shares...
283 Views
Indian Banks; A Time for Increased Caution
Credit quality is likely to worsen, leading to higher credit costs going forward and eroded returns; We like HDFC Bank, turn cautious on SBI &...
294 Views