22 results for “DRHP”

Waaree Energies IPO: Powering India's solar sector growth. Should you invest?

The renewable energy world is changing fast, and Waaree Energies is leading the sector. Their upcoming IPO is drawing lots of attention from investors. But there's a big question on everyone's mind: Is renewable energy just a fad, or is it truly the future? Read to find out.

Russia's Fart Of War, LIC IPO Analysis, FANGAM Valuations and More

Last week was all about rumors of Russia going to war with Ukraine. Which didn't happen. Thankfully so. But it was enough to spook the markets and scare the investors. In this edition, we cover: 🔅 IPO: Has your distant uncle pitched you the LIC IPO yet? 🤓 🔅 World Markets: To war or not to war is the question. 🔅 Valuation: Data-driven analysis of FANGAM stocks 🔅 Pop Culture: The internet turned “money” into a hobby 🔅 Behaviour Finance: What does it take to keep holding a winner that's temporarily losing? 🔅 Pop Poll: What scares you the most in this market?

Dodla Dairy IPO: Will it nourish investors?

The Dairy industry has been in an uncanny situation since last few years. The listed players are quoting at exorbitant valuations without any growth. Amidst current scenario, here is a company that is promising both Value & Growth. Dodla Dairy, the fastest-growing private dairy player is looking to raise 520 Cr. The IPO proceeds mainly provide promoters and TPG Private Equity with partial exits, and the rest will go to reduce debt. On the plus side, it has grown faster than peers and has a healthy product mix. We took a look to see if it makes sense to invest.

Go Airlines: IPO for survival?

"Desperate Times Call for Desperate Measures" The struggling Go Airlines – has just filed for an IPO. Devastated by the ongoing pandemic, the airline sector has struggled with rising costs. To stay afloat, promoters of India’s fourth-largest airline have chosen to tap the primary market. Should you look forward to invest? Short Answer: Promoters prefer to offer a slice of ownership in their enterprises when equity market conditions are favourable and they are able to set the price on the back of strong recent operational performance. Go Air doesn't have that luxury as it needs to raise money to reduce debt. Compared to its peers, Go Air has struggled, both to maintain market share, and to run operations profitably. Frequent leadership and auditor changes, disputes with promoters over brand rights haven't helped. While we await the IPO price bands to be announced, this is not a public issue to hold your breath for. Read on for our detailed take.

Capitalmind Saturday Coffee - Your weekly catch up of Investing and Finance

Medi Assist IPO: Riding the Health Insurance Wave

Medi Assist, the largest Third Party Administrator (TPA) in the country, has filed a Draft Red Herring Prospectus (DRHP) for an upcoming IPO. The Rakesh Jhunjhunwala backed company is offering 2.8 Crore Shares which is 40% of its Equity for sale.  Soumeet combs through the prospectus to get the specifics of the TPA business and ends with some questions for management.

Capitalmind Saturday Coffee | 10th April 2021 edition

Lodha Developers IPO: Should you invest?

Lodha & being 3rd time lucky The company deferred its plans twice citing weak demand and market conditions. Incidentally both the attempts timed the market top (2008 & ILFS crisis). Will it up the game this time? What will Lodha indicator do to the markets?

Kalyan Jewellers IPO: Should you Invest?

The Indian retail jewellery market is estimated to be $ 64 billion, 32% of which is organized. We look at what has lead to market share gains and what the future holds for the organized players. We specifically look at the business of Kalyan jewellers and how it tries to differentiate itself from competition.

IRFC IPO - Should you invest?

In the last 3 years, four companies had listed from the Indian Railways universe. While IRCON, RITES & RVNL had a decent listing, IRCTC went on to become the darling of investors.  Now we are have new kid on the block. The lending arm of Indian Railways, IRFC is opening its IPO on Jan 18th. Should you subscribe?

Bectors Food IPO - Should you invest?

In the recent past, Contract manufacturing as a segment has gained investor attention. We now have a new kid on the block.  Mrs. Bectors Foods opens for IPO on Dec 15th. It is into manufacturing of biscuits & bakery products under Mrs. Bector’s Cremica’ and ‘English Oven brands. They are also the largest B2B suppliers for all major QSR players. Should you invest?

Burger King IPO: Should you invest?

Burger King opens for subscription on 2nd December,2020. In this post we look at the the IPO and the food services business in India. Burger King has been a late entrant in India, it set up its first restaurant in 2014. It has been aggressive in setting up outlets across the country having 249 operational outlets currently. Revenue growth has been impressive at 54% CAGR over the past 3 years, however it hasn't been profitable. It has had to resort to debt and equity dilution to fund its expansion. We take a look to see if the IPO makes sense to invest in.

The UTI AMC IPO: Should you invest?

The Indian Mutual Fund industry is highly competitive. There are 43 Asset Management Companies (AMC), the top 10 players hold 83% of the Industry AUM. UTI AMC has got approval for its IPO and will hit the markets soon. In this post we look at the MF industry and prospects of the latest player coming to the markets.

Chemcon Speciality Chemicals IPO: Should you Invest?

Chemcon Speciality Chemicals, incorporated in 1988 and manufacturer of speciality chemicals primarily catering to the pharmaceutical industry is coming to the markets with its IPO on September 21st 2020. In this post, we look at the business of Chemcon and see if the issue is worth subscribing.

CAMS IPO: Should you invest?

Computer Age Management Services Limited (CAMS) has filed DRHP with the SEBI for its upcoming IPO. We take a look to see if one should subscribe. Penetration of mutual funds in India is 11% as compared to the world average of 55%. Majority of financial savings are in physical assets. Increase in penetration rates of mutual funds and a shift in savings from physical assets to financial assets provides a huge runway for companies like CAMS. CAMS has 70% market share in a two player market, favourable return ratios and not much need for capital investments. Albeit expensive at the IPO offer price, the growth runway and current duopoly make this an attractive issue to subscribe.

The Happiest Minds IPO: Should you invest?

Happiest Mind Technologies, a IT service company based out of Bangalore is expected to hit the markets this September.  The company is positioned as "Born Digital. Born Agile" and is focussed on providing flawless digital experience to its customers. In this post we look at the prospects of Happiest Mind.

Podcast #24: How big is LIC anyway?

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Taking Stock: A Deeper Look at Bata India

At Capitalmind, we often write posts on specific companies that we think are interesting and might make a good investment. In this post, we discuss a company working in the footwear business.

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