Indian IT Services: What Justified PE Ratios Tell Us About Sustainable Growth Expectations
In this insight, I look at the long-term growth expectations implied by current valuation levels, based on a Justified PE calculation. I also...
504 Views
Blue Moon Group IPO Trading - Too Expensive for Our Liking but Retail Traders Seem to Like It
Blue Moon Group Holdings (BMG HK) (BMG) raised around US$1.4bn in its Hong Kong listing. The company is backed by Hillhouse who first invested in...
510 Views
Blue Moon Group IPO - Not a Clean Wash
Blue Moon Group Holdings (BMG HK) (BMG) aims to raise up to US$1.3bn in its Hong Kong listing. The company is backed by Hillhouse who first...
815 Views
Smartkarma Originals
D2C Brands in Asia: Disruption Potential in Consumer Space
Insights for investors based on comparative study of Asia D2C landscape across India, SE Asia & China.Analysis of relative segment attractiveness....
2.5k Views
Blue Moon Group Pre-IPO - Valuation Updates
Blue Moon Group Holdings (BMG HK) (BMG) plans to raise around US$1bn in its Hong Kong listing. The company is backed by Hillhouse who first...
609 Views