Rainbow Children’s Hospital IPO - Thoughts on Valuation
Rainbow Children’s Hospital (RCH) aims to raise around US$200m via issuing a mix of primary and secondary shares in its India IPO. In this note, we...
528 Views
SK Shieldus IPO - Refiling Disclosures Should Make Multiples Move, LOWER.
SK Shieldus (SKS) aims to raise around US$800m via issuing a mix of primary and secondary shares in its Korea IPO. In this note we will look at the...
522 Views
Germany: Scholz-Led Traffic-Light Coalition to Redefine Left-Wing Pragmatism
The new coalition will borrow in 2022, & invest in a green, digital transformation over the next 5 years. Germany's large current account surplus...
399 Views
Paytm (One 97) IPO - RHP Updates - Better Disclosures, Signs of Turning Around
Paytm (PAYTM IN) plans to raise around US$2.5bn in its India IPO. The company is backed by Ant Fin, Softbank Group (9984 JP) and counts Berkshire...
279 Views
Tata Consultancy Share Buyback Offer - The Numbers Are Interesting
The TCS buyback offer is interesting in a way that the Wipro buyback is not. There are many more good trades to do around this situation.
488 Views