Author: Raoji

Categories
Links

Linkfest: 16 May, 2019

Some stuff I am reading today morning:

Elections making brokers fidgety (ET)

How Ramesh Kumar Sharma became richest Lok Sabha candidate (BT)

Mutual Fund Exposure to Real Estate NCDs (Morningstar)

Trump declares National Emergency over Huawei threat (CNBC)

Taco Bell plans to open 600 outlets in India (BS)

The curious mix of Jet Airways Bidders (Mint)

The intense battle for control of Essar Steel (Sucheta Dalal)

Stock Pick: Alkyl Amines (Viraj Mehta)

Leveraged Promoters, Haemorrhaged Stockholders (Prof Bakshi)

Vancouver, Casinos and Grand Mothers (Macro Tourist)

Categories
Observations

It’s Global, Stupid !

Source: ICICI Direct Research
Categories
Plug

Pre IPO : Religare Health Insurance

Religare Health Insurance (RHI) is one of the leading Stand Alone Health Insurers (SAHI) in India

There are only 5 SAHIs in India and RHI is one of them. There is considerable PE interest in such companies as evidenced by the purchase of True North in Max Bupa and Westbridge in Star Health

The financials and other disclosures of RHI can be obtained from here

A very limited quantity of shares of Religare Health Insurance is on offer.

For those interested,please email me at Alpha Ideas.

Categories
Links

Linkfest: 15 May, 2019

Some stuff I am reading today morning:

Monsoon to hit Kerala on June 4 (BL)

On the Fraud Culture in India’s Generic Drugs Industry (Katherine Eban)

MSCI rejig (MC)

Jet sinks deep (ET)

NCLAT slams Ruias (BS)

Uber underwriters used ‘naked short’ tactic (CNBC)

Stock Pick: ICICI Bank (Vikas Khemani)

Deepika Padukone invests in Epigamia (Rediff)

What Game of Thrones teaches us about perspective (Morningstar)

RIP Indian handsets (Forbes)

Categories
Tweets

That time of the year…

When you look at Ghazals for inspiration