Parag Milk Foods IPO – Milk this Opportunity! India bears the unique distinction of being the world’s largest producer and consumer of milk and a country where milk is hailed as ‘bovine elixir’ by a section of people. Juxtapose this with your love for the cheese in your pizzas, milk in your quintessential tea, lassi and buttermilk in the sweltering summer heat, curd in your meal, and voila, you probably have a good investment opportunity. Parag Milk Foods, is one such dairy company, which wil...

Thyrocare Technologies Ltd IPO – Should You Sample this? The company’s name may make you think that it’s a technology company but don’t let it mislead you! Thyrocare is one of the leading pan-India diagnostics chains which conducts a plethora of pathology tests. An IPO of a pathology company yet again, would evoke memories of  Dr. Lal Path Labs which had given a stellar 50% listing gains in Dec’ 2015. Just like its listed peer, Thyrocare, too, has good business prospects for the reasons enume...

Ujjivan Financials IPO – Should You Invest? While the memories of stupendous 30% listing gains from Equitas IPO last week have still now faded away, there is another IPO from the same stable – Ujjivan Financial Services. Ujjivan is amongst the 10 companies in India that has received an in-principle approval from the RBI to set up a small finance bank.  It provides collateral free, small ticket-size loans to women through Joint Liability Group (JLG) model. The gross AUM stands at Rs. 4,090 cro...

Investment Opportunity: Equitas Holdings IPO After a turbulent phase in Jan-Feb, the stock markets have stabilized and IPOs have started hitting the shelves. One interesting IPO in the coming days is Equitas Holdings. At 1.7x post money book, the issue is reasonably priced and could deliver around 15% returns over the medium term. Equitas Holdings – Serving those who Serve You Ever wondered about the financial lives of our drivers, maids, delivery boys, security guards and domestic help...

Narayana Hrudayalaya IPO – Affordable Healthcare at Expensive Valuations? A visit to a hospital as a patient is the most undesirable event yet there’s no escaping it, when it becomes a necessity. In India, the high medical costs in private sector and the under-supply of public healthcare services, deprive a significant section of population from availing healthcare services. One such private company, Narayana Hrudayalaya, which is reputed to provide affordable healthcare services will be laun...

Dr Lal PathLabs IPO – Your Wellness Barometer More often than we desire, we are forced to face the needle and give our blood for testing. It’s never a pleasant experience to go to a pathology lab and face the needle. Wouldn’t it be wonderful if this entire experience was made a tad pleasant and a little more customer friendly? One company thought so and went on to completely change the customer experience. No brownie points for guessing that this company has been extremely successful and prof...

Alkem Labs IPO – Health for Customers, Wealth for Investors The company’s name may sound unknown, boring and most of us may not even recall using the company’s products. However, there is a high likelihood that your family doctor must have prescribed you medicines manufactured by this company. Alkem Laboratories is the 5th largest pharmaceutical company in India (in terms of domestic sales) and has a portfolio of 736 brands across therapeutic segment. The investment arguments have been enumer...