Bharti Hexacom IPO: The Bull Case
The bull case rests on market share gains, ARPU growth, low churn rates, improving margins, cash generation and low leverage.
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ECM Weekly (25th Mar 2024) - TCS, Akeso, Coforge, ABSL, Tokio Marine, Trial, Migao, Mixue, Reddit
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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GEMWeekly (23 Feb 2024): China, Thailand, South Korea Macro; JD.com, Xpeng, Vodafone Idea
The Global Emerging Markets Weekly summarizes the key news and related developments impacting the largest countries and constituents of the Global...
322 Views
Bharti Hexacom Pre-IPO - The Positives - Earnings Have Been Recovering Well
Bharti Hexacom is looking to raise up to US$1bn in its upcoming India IPO. In this note, we talk about the positive aspects of the deal.
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Bharti Singtel Possible Selldown/Holdco Trade - Singtel Appears to Be Ready for Cashing in US$1-2bn
Various recent media reports have indicated that Singtel aims to sell 2-4% of its stake in Bharti Airtel. In this note, we talk about the possible...
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