Vishal Mega Mart IPO Lockup Expiry - US$4bn Lockup Release with PE Sitting on 10x Gains
Kedaara Capital is now, on the day of the lock-up expiry, looking to sell around 10% of the company, as per media reports, at a floor price of...
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Oswal Pumps IPO - RHP Updates & Thoughts on Peer Comp and Valuation
Oswal Pumps is looking to raise about US$162m in its upcoming India IPO. We have looked at the company’s past performance in our previous notes. In...
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#161 India Insights: India Eyes Rare Earth Push; IndusInd's Prerequisites from RBI, Insulin Scale Up
​India aims to localize rare earth magnet production for EV and tech sectors, Hinduja Group faces RBI conditions for Indusind Bank
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Impact of Rate Cut on Indian Banking Sector: NIMs & Earnings to Contract Further Amid Slowdown
​Banking sector earnings growth expected to improve in FY26 as deposit rate reductions flow through, but NIM compression likely due to declining...
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Asian Equity: Performance of Our Quant Baskets: Indian MidCaps, Asian Dividend Yields Rule the Roost
​Our quant basket performance: Consistent Compounders underperforms, SMID Compounders lags, Div Ylds outperform, Indian Mid-Caps excel. The last...
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