Schloss Bangalore IPO - Thoughts on Peer Comp and Valuation
Schloss Bangalore Limited is looking to raise about US$400m in its upcoming India IPO. The deal has been downsized from an earlier size of US$600m....
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AGM Diaries | Nestle India - Recent Underperformance Offers an Entry Point
Our takeaways from attending Nestle India (NEST IN) 's virtual AGM reaffirms our bullish stance on the stock. We believe Nestle is one of the few...
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IndiaMART Pre-IPO - Getting and Retaining Subscribers Seems to Be Difficult
IndiaMART (IMT IN) plans to raise around US$100m in its IPO. The company runs a B2B marketplace for products and services in India and has been...
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AGM Diaries | Infibeam (INFIBEAM IN) Dubbed India's Shopify Shoplifted
Last week we attended the AGM of Infibeam Avenues Ltd (INFIBEAM IN), an India based e-commerce and payments company offering services similar to...
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