ECM Weekly (27th Jan 2025) - CATL, HDB Financial, Dr Agarwal's, Eco-Shop, Vikran, Sanil, Timee
Aequitas Research's weekly update on the IPOs, placements, lockup expiry and other ECM linked events that were covered by the team over the past week.
702 Views
Dr Agarwal’s Healthcare Pre-IPO - Strong Revenue Growth Led by Expanding Network of Facilities
Dr Agarwal’s Healthcare is looking to raise about US$480m in its upcoming India IPO. In this note, we talk about the company’s historical performance.
1.1k Views
HDB Financial Services Pre-IPO - The Negatives - Performance Has Been Slipping
HDB Financial Services is looking to raise around US$1.5bn in its upcoming India IPO. In this note, we talk about the not-so-positive aspects of...
651 Views
HDB Financial Services Pre-IPO - The Positives - Reputed Parent and Strong AUM Growth
HDB Financial Services (HDBFS) is looking to raise around US$1.5bn in its upcoming India IPO. In this note, we talk about the positive aspects of...
732 Views
Asian Equities: US Exceptionalism Vs Asian Valuation Allure
​Asia's slightly lower EPS growth & ROE than US's don't justify the huge discount the former trades at. EPS est decline is a worry though. Our top...
717 Views