bearish
JSW Infrastructure IPO - Would Need a Wider Discount to Its Larger and More Dominant Peer
459 Views20 Sep 2023 13:47
JSW Infrastructure (5978490Z IN) is looking to raise US$336m in its India IPO. In this note, we will look at JSWI’s RHP updates, undertake a peer comparison, and share our thoughts on valuation.
SUMMARY
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Full Insight
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Discussions
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- JSW Infrastructure IPO Trading - Decent Subscription Rates Although Anchor Quality Was Mediocre02 Oct 2023
- JSW Infrastructure IPO - Would Need a Wider Discount to Its Larger and More Dominant Peer20 Sep 2023
- JSW Infra Pre-IPO - The Negatives - Fees Rose Quicker than Escalations. High Related Party Dealings24 Aug 2023
- JSW Infra Pre-IPO - The Positives - Grown Its Concessions and Long-Term Contracts Provide Visibility23 Aug 2023
- JSW Infrastructure Pre-IPO Tearsheet23 May 2023
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