Mankind Pharma IPO: The Bear Case
The key elements of the bear case rest on worrying recent developments, FCF burn, rise in inventory days and a steady decline in RoCE.
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Tata Technologies Pre-IPO - The Positives - A Tata Group Listing After a Long Lull
Tata Technologies (TATATECH IN) is looking to raise around US$600m in its upcoming India IPO. In this note we talk about the positive aspects of...
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Mankind Pharma IPO: The Bull Case
The key elements of the bull case rest on a track record of growing brands and market share, accelerating growth rates, and profitability with...
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Blue Jet Healthcare Pre-IPO - Marquee Clients but Inconsistent Growth and Margins
Blue Jet Healthcare Ltd (BJHC IN) is looking to raise about US$300m in its upcoming India IPO. In this note, we talk about the past performance.
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ECM Weekly (26th Feb 2023) - Japan Post Bank/Holding, Amvis, Pertamina, Zeekr, Honasa, Fangzhou, TVS
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
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