Rubicon Research IPO - RHP Updates, Peer Comp and Thoughts on Valuation
Rubicon Research Limited (RR) is looking to raise about US$155m in its India IPO. In this note, we talk about the RHP updates, peer comp and...
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Caplin Point Labs: Forensic Analysis
There have been some dubious accounting related to cash flows and asset quality, and few red-flags relating to few of the subsidiaries as well...
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Screening the Silk Road: Q2-2021 All Cap GARP (Zulu Warrior Screening)
GARP selection, held for 12 mths for good reason. The list delivered an average return of 54% v’s the MSCI Asia Pac Index 37.4% over the same...
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Profit from India's Rapidly Growing Biotechnology Industry
Now is a strategic time to focus on the upside potential of biotechnology companies in India, as India’s biotechnology industry is projected to...
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India's Budgets: 2006-2015. Key Charts, and Key questions
In continuation of my work of detailed work on India Budget for last ten years, this piece through simple charts puts in perspective: Â 2014 Actual...
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