37 results for “IPO”

[Podcast] A Structured Approach to Cash Calls

[Podcast] Investing in Unlisted Companies: What's the deal?

Are unlisted securities worth investing in? What are they? In this edition of the Capitalmind Podcast, Deepak and Shray dive into the world of unlisted securities, the complexities of investing in them, the different pluses and minuses you might want to know, and more...

Podcast: LIC's Uncommon Profit and The HDFC Twins

In this episode, Deepak & Shray break from the trend of the 50,000 feet views and do something different. Rather than zooming out, we zoom in. We discuss two companies that are going through fascinating developments and seem to be providing interesting opportunities. In this episode, Deepak & Shray break from the trend and do something different. Rather than zooming out, we zoom in. We discuss two companies that are going through fascinating developments and make for an interesting discussion. LIC is a recently listed insurer that has a gigantic balance sheet and is a household name in our country of 1.4 billion. It operates in a market that is expanding wider as well as penetrating deeper. Yet, the company seems to be valued poorly by the markets. What’s happening here? HDFC and HDFC Bank announced that they will merge at the start of this financial year. The merger is progressing rapidly, getting through from one regulatory approval to another, without much drama. But, this merger is causing drama at unrelated places that have nothing to do with the business or the merger (well, not directly at least). Will this merger make index funds do crazy rebalances? Listen In.

🔆 05-Nov: TIPS Industries, Global Health IPO & More

🔆 Quick glance - What's up with markets: Crisp overview of markets & macros - What we are reading: 5 good reads from across the globe - What's that outlier: TIPS Industries - What's on YouTube: E-Rupee, Global Health IPO & More

Business Wars: 6 Lessons from the most iconic Business duels in history

"Business Wars" is an excellent podcast series by Wondery, chronicling some of the most intense and entertaining business rivalries in history. Coke vs Pepsi, Nike vs Adidas, Netflix vs Blockbuster, Hershey's vs Mars. Just some of the rivalries it covers. This post is about some of the recurring themes I noticed as different business rivalries played out, many of them decades apart.

The secret to HNI IPO funding that the RBI just killed

Lessons from 2021, the year irrationality went viral

P2P lending in India. How does it work and are the risks worth it? (EP42)

How does P2P lending work in India? How safe is P2P lending? Deepak and Shray explore how the industry works, the risks involved and whether the returns are enough to justify the risks.

The IPO rush: Lessons from the past

What's common between the years 2007, 2010, 2017 and 2021? All of them Bull Market years. And far from coincidentally, all of them saw a spate of IPOs as companies rushed to cash in on record-high stock prices. The boom, fuelled by a tsunami of cash unleashed by central banks and the rise of individual investors, eager to buy a piece of their favourite companies. Big bang listings and record oversubscriptions have been the talk of the town lately. Nearly all the 36 IPOs so far in 2021, have witnessed record oversubscription and listing gains. But did you know that 1 in 4 companies that went public in the 2010 boom does not exist anymore? And that more than a decade later, 1 in 2 of those companies is trading below issue price? 2021 is already slated to become the biggest year for primary markets in terms of fundraising. We looked at data on stock performance of companies that went public in past bull markets, to see if there are any lessons for investors subscribing to 2021 IPOs.

EP40: How Smallcase helped create a new generation of investors

Episode 40 and we’re speaking to the fintech firm that just raised 40 Million dollars last week - Smallcase! Deepak sits down with co-founders Vasanth and Anugrah to talk about creating a new way to invest in stocks, investment lessons from the pandemic and what’s up next from the Smallcase team.

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.

Nazara Tech IPO: Should you Invest?

Nazara Tech could not have better timed the launch of its IPO. Market is optimistic, IPOs are heavily over-subscribed and with world coming out of series of lockdowns, the time spent on mobile phones and the internet is at an all-time high. The IPO will definitely be payday for the exiting investors of Nazara Tech. But, will it prove to be worth while investment for IPO investors? We took a look to see if it makes sense for investors to subscribe to the first pure-play gaming company’s IPO.

MTAR Tech IPO: Should you invest?

The 8th IPO of 2021, MTAR Technologies is a speciality engineering firm, is raising almost 600 Crores as a combination of fresh issue and Offer For Sale. The Indian government has demonstrated its focus on indigenization of defence technologies. It announced an import ban on 101 defence-based items and has mandated the use of 50% of indigenous content in defence goods. It has also sanctioned the manufacture of 10 fleet reactors with a combined generation capacity of 7,000 MW. With the improving acceptance of clean energy, the outlook of MTAR's focus sector seems to be bright. Its sole customer Bloom Energy is planning to expand its operations in the South Korean market. Also, MTAR has signed an MoU with a CPSE to deploy fuel cell technology in India by using natural gas as fuel.

Indigo Paints IPO: Should You Invest?

India’s fifth-largest paint company – Indigo Paints Ltd. – is looking to list on the Indian bourses as it opens its initial public offering on January 20. This will be among the first few IPOs of 2021. In the previous year 2020, as many as 15 companies made stock market debuts. Exiting investors will make a killing in this initial public offering. Sequoia Capital through its two funds will make gains in the range of 13 to 20 times its investment amount. Does it make sense for retail investors to buy? Short Answer: At such aggressive valuations, a lot of things need to fall in place, especially whem competing against one of the most efficient companies in India - Asian Paints. While the near-term high growth rate can be sustained, we remain skeptical of Indigo sustaining a similar growth rate in the long run. We would pass on this IPO.

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?

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.

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.

Podcast #30: The Big Hairy Audacious Reliance

Podcast #29: Discussing credit scores, trust, valuing your time and habits of the wealthy with Kunal Shah

"How will we become wealthy if we hate everyone who becomes wealthy?". "All the entrepreneurs who are somewhat successful are because of their thick skin" "The largest employer of this country is inefficiency” Some amazing insights in the 29th edition of the Capitalmind Podcast, where Deepak Shenoy of Capitalmind and Kunal Shah of CRED analyze the affluent - their spending patterns, usage of credit, and the behaviour of successful people.

Podcast #24: How big is LIC anyway?

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Talwalkars IPO: Too Expensive

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Institutions = Individuals, at least in IPOs

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