Meesho - Potential Play on Value E-Commerce
Meesho has had a stellar listing and is witnessing follow-on buying, up 100% from IPO price. It now trades at 8x FY26 sales with street estimating...
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The Thermal Vs Renewable Debate: JSW Energy - 2026 High Conviction Idea
JSW Energy is the better-placed utility in terms of growth visibility with healthy split of thermal and renewable capex underway. Its aggressive...
436 Views
ICICI Prudential AMC - Reasonably Priced for the Longer Term.
Ipru AMC, the largest AMC with strong operating metrics, is priced in line with peers for its IPO but regulatory changes and competition limit...
388 Views
Corona Remedies IPO Review: Rolling up Growth
CRL focuses on chronic therapies for Women's healthcare and cardio-diabetics, with a diverse portfolio of 550+ products. It follows a roll-up...
283 Views
2026 High Conviction Idea: 'Delhivery' India's Largest Full-Range Logistics Platform
Delhivery has strengthened its leadership in the Express Parcel segment and is now shifting gears in the PTL business. Poised for growth and...
389 Views