Category: IPO/FPO ANALYSIS
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RVNL IPO – Railways’ Growth Engine
Industry – Railway Transportation PSU in PMC space Mid Cap of Rs. 4,000 crore IPO Opens 29th Mar – 03rd Apr 2019; Price range Rs. 17-19/share Valuations: P/E 6.9 times TTM; with a discount for Retail investors Advice: SUBSCRIBE for listing gains Summary Transportation Infrastructure is a crying need in India. With Airlines, Roads and…
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HDFC AMC IPO – A Quality Asset
Date 24th July; IPO Opens 25-27th July at Rs. 1095-1100 Valuations: P/E 32.3 times TTM, P/B 10.7 times (Post IPO) Mid Cap: Rs. 23,300 cr. Mkt cap Industry – Asset Management SUBSCRIBE for the IPO Summary Overview: HDFC AMC is the #2 player among AMCs by AUM and #1 by profits. HDFC operates as a…
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Varroc Engineering IPO – An Auto-matic BUY
25th June 2018 Mid Cap of Rs. 13,000 cr. Industry – Auto Ancillary; IPO Opens 26-28th June at Rs. 965-967 Valuations: P/E 28.9 times TTM Advice: SUBSCRIBE Summary of Report Overview: Varroc Engineering is a global tier-1 auto component firm. They design, make and supply exterior lighting systems, plastic and polymer, electricals-electronics and precision metallic…
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Bandhan Bank IPO – The New MFI Leader
Date 14th Mar; IPO Opens 15-19th Mar at Rs. 370-375 Large Cap: Rs. 44,780 cr. Mkt cap Industry – Commercial Bank Valuations: P/E 40.2 times TTM, P/B 4.9 times (Post IPO) Advice: SUBSCRIBE Overview: Bandhan is a commercial bank focused on serving underbanked and underpenetrated markets in India. Bandhan Bank has the largest microfinance loan…
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H.G. Infra IPO – An Exciting Road Ahead
Date 23rd Feb IPO Opens 26-28th Feb with price range Rs. 263-270 Small Cap: Rs. 1,760 cr. Mkt cap Industry – Roads Construction Valuations: P/E 32.9 times TTM, P/B 3.7 times (Post IPO) Advice: SUBSCRIBE Summary Overview: HGI is a Jaipur based infrastructure construction, development and management firm with a focus on road projects, including…
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Bharat22 ETF – A Balanced ETF – Post Listing Note
Date 29th Nov Equity MF- ETF, Diversified Allotment price: Rs. 35.97 CMP: Rs. 37.42 Advice: Buy with a 3 year perspective Here is a post listing note on Bharat 22 ETF (BH22). In this note, we continue from the 13th Nov Note – Bharat 22 ETF NFO Offer – A Balanced ETF Subscription, Allotment Price…
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Bharat 22 ETF New Fund Offer – A Balanced ETF
Date 13th Nov; ETF Opens 15-17th Nov Product Type: Mutual Fund – ETF Listing: Within 5 days post allotment Raising Fund: Rs. 8,000 cr. Sector: Diversified Advice: Buy with a 3 year perspective Summary Overview: The BH22 is PSU heavy open-ended ETF scheme. The BH22 will cover 6 sectors and 22 firms including PSUs, PSBs…
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