HDFC AMC IPO – Invest

Yes, you have read it correctly. India’s largest mutual fund is coming out with its own IPO and we have strong reasons to believe that it is a good long term investment. HDFC group has touched us in many ways – either through its bank account or its home loan or its insurance products or its mutual funds. Each of these businesses (bank, home loan & insurance) have created immense wealth for its shareholders and this IPO will be no different. Investment Arguments 1. Lowpenetration of eq...
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Bandhan HAL & Bharat IPOs

Bandhan Bank, Bharat Dynamics & HAL IPOs – Invest After a long break, it’s again a month of good IPOs. Before you get excited, let us put a disclaimer – these companies are great companies in their respective sectors, but will not give you returns on day 1 of listing. Unlike in the past, you will have to stay invested for a slightly longer period. Since the euphoria in the IPO market has subsided, there is a good probability of allotment in all these IPOs. Bandhan Bank Apart from being ...
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Amber Enterprises IPO

Amber Enterprises IPO – Add this Cool Quotient We may be blissfully unaware that we could be using this little known company’s products to seek respite from the sweltering heat.Amber Enterprises India Ltd is a Punjab based contract manufacturer of room air-conditioners and its components for most of the Indian AC brands. Below are the investment arguments. Investment Arguments Leadership position in Room AC (RAC) to further strengthen Amber commands a lion’s share of ~55% in the ou...
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MAS, IEX, GIC IPOs – Invest

MAS, IEX, GIC IPOs – Invest There are three more IPOs hitting the markets this week. Two of them (MAS and IEX) are relatively small sized IPOs and there is only a 15% chance of getting an allotment. However, the third one i.e. GIC is slightly more exciting. It’s a mega IPO and chances of getting an allotment are close to 100%. MAS Financial - Made for Masses With the intent to serve the under-served segments of the society, MAS Financial (MAS) has built its presence in 2-wheeler, Commer...
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Godrej Agrovet IPO – Invest

Godrej Agrovet IPO – Invest Godrej Agrovet is one of the leading players in agri-business with operations across five business verticals - Animal Feed, Crop Protection, Oil Palm, Dairy and Poultry & Processed Foods. Investment Arguments :  Presence in Attractive BusinessesAnimal Feed, Crop Protection and Dairy are among high potential sectors in India, where demand is high but supply of quality products is low. Given the government’s ambition of providing food security to 1.2 bill...
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Cochin Shipyard IPO – Ship it to Your Portfolio

Cochin Shipyard IPO – Ship it to Your Portfolio Cochin Shipyard Ltd. is India’s largest public sector shipyard providing shipbuilding and repair services in defence and commercial sectors since over last four decades. Investment Arguments A Solid Player in India’s Defence Sector with High Entry Barriers – Cochin Shipyard is a well-run and well-managed company evident from the fact that it’s the most profitable player amongst its peers – Competitors are heavily debt ridden & quite ...
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Eris, CDSL & AU Finance IPOs

Eris, CDSL & AU Finance IPOs And the IPO bonanza continues with 3 IPOs being launched in June! Eris Lifesciences Think of lifestyle disorders and the two most common things that affect Indians are – diabetes and heart related ailments. Here is an Ahmedabad based company which is capitalizing on this trend by making medicines for people affected with these ailments. Below are some investment arguments: Given the young demographics and increasing lifestyle disorders, the target m...
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HUDCO IPO – Invest

HUDCO IPO – Invest While buying a house, most of us end up taking a loan from a bank or a housing finance company. But have you ever wondered where would your state government or municipality borrow from when it has to construct mass housing or drainage system or water recycling? HUDCO is one such company that has an expertise in lending towards social housing and urban infrastructure projects. Below are the investment arguments: Investment Arguments Access to Low Cost Funds Allows H...
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S Chand IPO – Invest

S Chand IPO – Invest After the stellar IPOs of BSE, D Mart & Shankar BuildPro, the unabated launch of IPOs still continues! The latest IPO on the block is S Chand. S Chand IPO – Invest in this Education Content Company The company is India’s leading educational content developer and provider for K-12, higher education and early learning segments. Company is involved in publishing, printing, sale, purchase, export, and import of various books and other literary work. The company h...
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ShankaraBuildPro& CDSL IPOs – Invest!

ShankaraBuildPro& CDSL IPOs – Invest! The torrential IPO showers in March continue! Shankara Building Products IPO The company is India’s one of the leading organised retailers of home improvement and building products. Under retail operations, it offers a comprehensive range of products at its stores, including structural steel, cement, TMT bars, hollow blocks, pipes and tubes, roofing solutions, welding accessories, primers, solar heaters, plumbing, tiles, sanitary ware, water tan...
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