Downgrading Germany and Ireland; Global Technology Still Leading; Crucial Base Supports Holding
Downgrading Germany and Ireland; Global Technology Still Leading; Crucial Base Supports Holding on $ACWI ($123-123.50), $EEM ($46)
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The Beat Ideas: Poonawalla Fincorp Ltd.- Leading the Charge in Digital-First Financial Services
Poonawalla Fincorp aims for 5-6x AUM growth in 5 years with new products, digital innovation, and gold loan expansion. Tech-first approach and...
522 Views
HDB Financial IPO: Valuation Insights
My valuation analysis suggests the HDB is fully priced at the IPO price range of Rs 700- 740 per share. I would avoid the IPO.
586 Views
HDB Financial IPO: The Investment Case
HDB Financial, India's seventh-largest non-banking financial company (NBFC), is seeking to raise Rs125 billion (US$1.4 billion). In this note, we...
647 Views
ECM Weekly (17th June 2024)-Shift Up, Webtoon, Quantum, Guzman, MaoGeping, Johor Plant, Telix, Atour
Aequitas Research's weekly update on the IPOs, placements, lockup expiry and other ECM linked events that were covered by the team over the past week.
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