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Shout Out: TIA 20-20 Meet

The TN Investors’ Association is holding the 5th Edition of the Annual 20-20 Ideas Summit in hybrid model (Physical & Online)

They have done me the great honour of inviting me to speak at their meet.

The speaker list is fairly outstanding (with my solitary exception ! ) and I would urge folks to register for it here

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Pre IPO: Capital Small Finance Bank

Capital Small Finance Bank is India’s First Small Finance Bank

It is a steady performer with a Advances CAGR of 34% and Deposits CAGR of 23%, over the last 4 years.Its CASA ratio is 37.7% and Net NPA is 1.25%

Its top ten shareholders include HDFC Life, ICICI Pru Life, SIDBI etc

The latest annual report can be obtained from here and the Corporate Video can be viewed here.

A very limited quantity of shares of Capital Small Finance Bank is on offer.

For those interested,please email me at Alpha Ideas.

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Shout Out: Ashwini Damani on Forensics in Investing

Well known Finance Professional Ashwini Damani will be speaking on “Forensics in Investing’ at the online investment conference Indian Investing Conclave this Sunday, 1 March 2020.

The event is FREE and open to everyone which makes it a bargain deal to watch/listen to an experienced practitioner from the comfort of your home.

Click HERE to register

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Pre IPO: Studds Accessories

Studds Accessories is the world’s largest helmet manufacturing company

Studds is a steady performer with a Sales CAGR of 21% and EBITDA CAGR of 37% over the last 5 years

The latest annual report can be obtained from here and a recent interview with the management can be found here.

A very limited quantity of shares of Studds Accessories is on offer.

For those interested,please email me at Alpha Ideas.

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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.