IRCTC OFS - Well Flagged Deal for an Overly Well Priced Stock
Government of India (GoI) aims to raise up to US$360m via selling its 5% stake in Indian Railway Catering and Tourism (IRCTC IN). In this note we...
742 Views
Easy Trip Planners: Unattractive Inspite of High Profitability
The overall narrative does not look attractive to us when we deep dive into the forensics, including the cost drivers, balance sheet risks to the...
2.1k Views
EbixCash Pre-IPO - The Negatives - Growing Too Fast for Its Previous Auditors, and Short Sellers
EbixCash is looking to raise around US$800m in its upcoming India IPO. In this note, we talk about the not-so-positive aspects of the deal.
604 Views
EbixCash Pre-IPO - The Positives - The Few that There Are: Diversified Offering, Fast Revenue Growth
EbixCash is looking to raise around US$800m in its upcoming India IPO. In this note, we talk about the positive aspects of the deal.
512 Views
IRCTC Limited: The Possible Implication Of Regulatory Fiasco
There are few grey areas in the news created around the company regarding convenience fee sharing. In this insight we try to analyse the situation...
246 Views