Source: Suraj Shah
Author: Raoji
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Pre IPO : UTI AMC
UTI AMC is one of the oldest and biggest fund houses in India.
As on 31 July, 2017, it managed MF assets of around 1.5 Lakh Crores
A very limited quantity of its shares are on offer for sale.
For those interested,please email me at Alpha Ideas
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Linkfest: August 18, 2017
Some stuff I am reading today morning:
Cracking down on ‘black money’ (Reuters)
I-T department plans to pursue property holders (ET)
Guptas Vs Banks (Bloomberg)
When will the financial repression end? (Tamal)
Stock Talk: Tata Global Beverages (RJ)
Have recent buybacks helped shareholders? (Quint)
Is it happy times again for Indian markets? (Prashanth)
When to sell an investment property? (Financial Samurai)
The next Quant meltdown (Climateer)
7 Strategies for investing at market peaks (Bloomberg)
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Hammam mein sab NPA hai
Source: WhatsApp Forward
Source: Kotak Institutional Research Report
The Indian market (Nifty-50 Index basis) is trading at 21X FY2018E ‘EPS’ (free-float basis) and 17X FY2019E ‘EPS’.
Note that we project a very strong recovery in earnings in FY2019 after flat net profits in FY2018.
However, we have limited confidence in our FY2019E estimates given (1) little evidence of a strong turnaround in the economy, which can drive volume growth and (2) high margin and profitability assumptions in several sectors, which may be at risk.