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Rajeev Jain’s Long Term Focus
Author: Raoji
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Linkfest : 17 December, 2019
Some stuff I am reading today morning :
SEBI’s new norms are hurting investors ( BL)
AM,Nippon complete Essar steel acquisition (ET)
Center releases over 35,000 Cr in GST dues to states (BS)
MSCI Review can be a big trigger for Indian Equities (Yatin Mota)
Stock Analysis: VST Industries (Dinesh Sairam)
Stock Talk: Sinclairs Hotels (MC)
IPOs hit four year low (Forbes)
A beginning of a new bull market in stocks (All Star Charts)
A strange massive divergence ( Verdad Cap )
On Gateways (A VC)
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The Asian Century is about to begin
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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.
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Linkfest : 16 December, 2019
Some stuff I am reading today morning :
Indian economy headed for ICU ( Arvind Subramaniam )
Will Reliance Life Sciences do a Jio in the diagnostics space? ( Mint )
Discom dues now 81,000 Cr ( ET)
Centre likely to pare stake in BEML ( BS )
Pune Builders are still in denial mode ( Ravi Karandeekar )
Financial Shenanigans at L&T Finance Holdings Ltd ( Niteen S Dharmawat)
Interview with Sanjay Dutt ( ET )
Indian stocks that lost over 80% in the last 2 years ( Zafar Shaikh)
Mind boggling innovation by Chinese Insurance Giant Ping An ( Forbes)
The end of Mutual Funds? ( Barry )