bearish•JSW Infrastructure•25 Sep 2023 17:54
JSW Infrastructure Ltd IPO- Forensic Analysis
JSWIL is India's second largest commercial port operator and has grown rapidly since F21. However, concerns remain regarding its dependence on JSW...
bearish•JSW Infrastructure•20 Sep 2023 13:47
JSW Infrastructure IPO - Would Need a Wider Discount to Its Larger and More Dominant Peer
JSW Infrastructure (5978490Z IN) is looking to raise US$336m in its India IPO. In this note, we will look at JSWI’s RHP updates, undertake a peer...
bullish•JSW Infrastructure•23 Aug 2023 13:50
JSW Infra Pre-IPO - The Positives - Grown Its Concessions and Long-Term Contracts Provide Visibility
JSW Infrastructure (5978490Z IN) is looking to raise around US$340m in its upcoming India IPO. In this note, we will talk about the positive...
bullish•Alibaba (ADR)•01 Oct 2023 08:48