Primer: Hindustan Unilever (HUVR IN) - Aug 2026
Hindustan Unilever (HUL) is India's largest Fast-Moving Consumer Goods (FMCG) company, boasting a wide moat due to its unparalleled...
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Hindustan Unilever Ltd - Healthy Growth Momentum
Strong Growth, but Volumes Moderated: HUL reported revenue growth of 10.1% YoY in Q1FY27, driven equally by volume and pricing, marking its...
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Travel Food Services IPO - RHP Updates & Thoughts on Valuation
Travel Food Services (TFS) is looking to raise about US$233m in its India IPO. In this note, we will talk about the RHP updates and IPO valuations.
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Vodafone Idea Placement - Very Well Flagged but Its Not Going to Fix a Whole Lot of Issues
Vodafone Idea (IDEA IN) plans to raise around US$2.2bn via a follow-on public offering. In this note, we talk about the deal dyanmics.
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Aequitas 2023 IPOs and Placements Performance Review - IPOs Forming a Low Base, Placements Pick Up
2023 was our eight year of covering Asia ECM. We ended 2023 with an accuracy rate of 73.7% across 57 IPOs that we covered and 79.3% across 115...
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