IPOs and Catalysts/Events, Global Equity Research Ltd

Arun George

Arun has over 15 years’ experience covering the Technology sector. During this time, he has worked with technology start-ups and as an equity analyst in investment banks and independent research firms. He was formerly a Technology Analyst for Canaccord Genuity, Altium Securities, Espirito Santo Investment Bank, Noble Group and Clear Capital. He has a dual Master’s degree in Financial Engineering and Industrial and Operations Engineering from the University of Michigan. He obtained his Bachelor’s degree in Mechanical Engineering from the Indian Institute of Technology, Bombay. He is also a CFA charterholder.

IPOs and Catalysts/Events

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Global Equity Research Ltd

Global Equity Research was started in 2017 by a group of experienced research professionals. It was founded on a passionate belief in the importance and the need for uncompromised, independent, conflict-free research. We aim to provide differentiated and actionable primary and bottom up fundamental research.

Equity Capital Markets

Jio Platforms Ltd / Equity Capital Markets

<ul>
<li>
<a href="https://www.smartkarma.com/entities/jio-platforms-ltd" target="_blank" data-smartkarma-citation="entities:50269:1" rel="noopener">Jio Platforms Ltd (1797135D IN)</a>, India’s largest digital connectivity player, has filed its DRHP seeking to raise about US$4 billion.   </li>
<li>Jio is the market leader, holding a 49.95% market share in wireless broadband. It is also the largest fixed broadband service provider in India.</li>
<li>The investment case is bullish due to its scale, peer-leading revenue growth, strong user retention, top-tier operating margin, cash generation and low leverage.</li>
</ul>



Jio Platforms Ltd (1797135D IN), India’s largest digital connectivity player, has filed its DRHP seeking to raise about US$4 billion.   
Jio is the market leader, holding a 49.95% market share in wireless broadband. It is also the largest fixed broadband service provider in India.
The investment case is bullish due to its scale, peer-leading revenue growth, strong user retention, top-tier operating margin, cash generation and low leverage.


Jio Platforms Ltd

Jio Platforms IPO: The Investment Case