The Beat Ideas: Welspun Corp - The Three-Continent Infrastructure Proxy, Rerating Beyond Cyclicality
Record order book driven by demand shift to US data center gas pipelines validate company's global capex strategy, transitioning to quality...
313 Views
CleanMax Enviro Energy Solutions Pre-IPO- The Positives- Scalable Growth with Strong Market Position
CleanMax Enviro Energy Solutions Limited (CEESL) is looking to raise US$586m in its upcoming India IPO. In this note, we will talk about the...
623 Views
Belrise Industries IPO - RHP Updates & Thoughts on Peer Comp and Valuation
Belrise Industries Limited is looking to raise about US$252m in its upcoming India IPO. In this note, we will talk about the IPO valuations.
556 Views
ECM Weekly (2nd Sep 2024) - Midea, Terumo, Indigo, KIT, Kioxia, Bajaj Housing, Niva Bupa, Premier
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.
523 Views
Welspun Living Ltd - Strong Medium-Term Outlook, Margin Pressure Likely in the near Term
15,000 crore in FY2027 (eyes domestic business to triple over FY2023-27), with contribution from emerging businesses increasing to ~45% by FY27...
602 Views