Aequitas: Manipal Health IPO Trading - Lukewarm Demand
Manipal Health Enterprises (MHEL) raised around US$960m in its India IPO. In this note, we talk about the trading dynamics.
351 Views
Aequitas: Meesho Ltd IPO Lockup Expiry - US$5.7bn Lockup Release with PE Investors Well in The Money
A group of investors (Elevation Capital and Peak XV) have launched an INR19bn (US$199m) selldown at a floor price of INR182.08/share, a 5% discount...
166 Views
Indian IT Services: Weakening Revenue Dynamics, and Above-Fair Valuation Levels, Keep Us Side-Lined
In this insight, we take a longer-term view on the 4 largest Indian IT Services companies, analysing recent financial performance, growth outlook,...
383 Views
It & Telecom Q2fy23 Result Preview – Demand to Remain Robust
The IT Services sector is expected to report resilient growth in Q2FY23 primarily led by the new large deal wins and a ramp-up of deals won in the...
411 Views
Information Technology - Demand Resilience
IT sector is expected to post resilient Q2 performance in context of the current macro environment. Tier-1 IT is expected to deliver sequential...
261 Views