EbixCash Pre-IPO - The Positives - The Few that There Are: Diversified Offering, Fast Revenue Growth
EbixCash is looking to raise around US$800m in its upcoming India IPO. In this note, we talk about the positive aspects of the deal.
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ECM Weekly (12th Sep 2022) - Onewo, CALB, YSB, Medanta, Beneunder, JMDC, SH Holdings, Indigo
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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Screening for GEMs: August 2022
An overview (and output) of our machine learning-driven GEM screening model, which seeks to find the best medium-term long ideas within the top100...
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Long Idea: EPAM Systems
EPAM System is one of the great compounders of the past 10 years, with an exceptional management team that will successfully relocate engineering...
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GEM Weekly (20 May 2022): Chinese Macro and Monetary Easing; Reliance, Infosys, TSMC, Huawei
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
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