ACC, Holcim & Anhui Conch: A Cross-Country Benchmarking Study of Cement Sector Leaders
In preparing this insight, I have tried to compare ACC (as an Indian Cement Sector Proxy) to Holcim and Anhui Conch. I discuss Long Term trends...
519 Views
Aequitas: Indo-MIM Pre-IPO - The Negatives - Capex-Driven Returns to Monitor
Indo-MIM Ltd (IML) is looking to raise about US$750m in its upcoming India IPO. In this note, we talk about the not-so-positive aspects of the deal.
278 Views
Groww IPO Trading - Decent Overall Demand
Groww raised around US$747m in its India IPO. In this note, we will talk about the subscription demand and the trading dynamics.
457 Views
Groww IPO - Peer Comp and Thoughts on Valuation
Groww is looking to raise around US$747m in its India IPO. In this note, we talk about the peer comp and implied valuations in the price range.
1.3k Views
WeWork India IPO Trading - Muted Demand, Likely to Trade Weak
WeWork India raised about US$338m in its India IPO. In this note, we will talk about the demand and the trading dynamics.
533 Views