The companies aim to raise a total of Rs 20,000 crore through their public offerings. These IPOs will span various sectors, and deal sizes, and include both fresh issues and offers for sale.
Posts in category All News
Fund Manager Talk | Market expecting earnings recovery in H2. HDFC MF’s Gopal Agrawal on where to invest (24-11-2024)
“At current levels, large-cap stocks present a relatively better risk-reward profile. However, for small-cap and mid-cap stocks, favourable liquidity conditions, ongoing government reforms to boost domestic manufacturing, and fewer global trade restrictions are crucial for further growth,” he says.
Fund Manager Talk | Market expecting earnings recovery in H2. HDFC MF’s Gopal Agrawal on where to invest (24-11-2024)
“At current levels, large-cap stocks present a relatively better risk-reward profile. However, for small-cap and mid-cap stocks, favourable liquidity conditions, ongoing government reforms to boost domestic manufacturing, and fewer global trade restrictions are crucial for further growth,” he says.
Riding the waves: Understanding business cycles and strategic timing (24-11-2024)
In the complex world of economics, business cycles are the rhythmic heartbeat of market economies, characterized by periodic expansions and contractions that shape financial landscapes and investment strategies. For savvy investors and business leaders, understanding these cycles is not just academic—it’s a critical tool for strategic decision-making.
Protean EGov Technologies Ltd – A Play on the ONDC, Digital Policies (24-11-2024)
I bought this during ipo. But I have no clue why this is rising. I know the ondc opportunity but I think it’s not a UPI moment. I’m asking myself not to sell because of all the narratives but isn’t it quite opposite to being an investor. they didn’t prove anything till now. I can be completely wrong but without any fundamentals backing, been a bit sceptical about this position.
Happy to be countered. Here to learn.
Expleo Solutions (Earlier: SQS India BFSI) – A niche Small Cap Value Pick (24-11-2024)
The recent quarterly results were better than expected . Momentum going forward is unknown.
One of the callers on the conference call absolutely roasted the company.
The earlier ceo balaji who has retired/ left which is a good thing. The new ceo phani is an insider of the company for 20 plus years and he is more ops than a sales guy. He will do exactly what Ralph the parent company nominee chairman will say.
There was no clear articulated strategy in how they will sustain growth. The only hope for value extraction seems to br what @Balki pointed earlier that the company gets sold. As of now the current managment team give me very little confidence.
The expleo group global ceo is ex infy and he hasnt done much yet
IDFC First Bank Limited (24-11-2024)
Quiting below from an article on money control pro on fusion finance
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The lender’s biggest trump card is its promoters, mainly Warburg Pincus. The board has approved a rights issue, which shows that the promoters are willing to back the firm. While analysts have played down the auditor’s worry of remaining a going concern, they have flagged the threat to profitability in the near future. “Factoring in the sharp deterioration in asset quality and impact on growth/margins, we expect Fusion to report loss in FY25E, while recovery over FY26-27E should also be slow,” analysts at Emkay Global Financial Services Ltd wrote in their note.
Fusion cannot regain the faith of its investors by flaunting its promoters’ pedigree alone. The lender would have to bring down its problematic loans significantly in the coming quarters. It also must dispel the uncertainty surrounding its top management. The current chief Devesh Sachdev will step down from his executive role and take on chairmanship once a new chief executive is appointed. As such, the top management has seen changes with chief operating officer Tarun Mehndiratta having been replaced with Sunil Mundra. The new chief executive and his fellow executives will need to prove their mettle too. “
Looks like things are moving to get it back on its feet at fusion finance
Time is not very far when people of Tamil Nadu will also support good projects of PM Modi: Tamilisai Soundararajan (24-11-2024)
BJP leader Tamilisai Soundararajan celebrated the party’s victory in the Maharashtra Assembly elections, stating that it reflected the nation’s support for the BJP and Prime Minister Modi. She expressed confidence that the people of Tamil Nadu would similarly recognize and support the BJP’s good governance and development initiatives in the 2026 Assembly elections.
Mahayuti sweeps western Maharashtra sugar belt; big setback for MVA (24-11-2024)
The ruling Mahayuti alliance, consisting of the BJP, Shiv Sena, and NCP, secured a resounding victory in the western Maharashtra sugarcane belt, winning 53 out of 70 assembly seats. The opposition MVA suffered a major setback, securing only 12 seats. The Congress faced significant losses, while the NCP emerged as the strongest opposition force in the region.