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Links

Linkfest: 20 December, 2017

Some stuff I am reading today morning:

Tata Steel to raise Rs.12,800 Crores (BL)

Amara Raja to build India’s largest battery plant for 2 wheelers (FE)

Tata Group could get into battery making (MC)

Interview with Manish Kumar (ET)

80 years on, Parle-G continues to dominate biscuit market (Mint)

Money Making Idea: Buying when Private Equity wants to sell (Nooresh)

We got ourselves a full blown mania (Macro Tourist)

A 6 year old made $ 11 Million on You Tube (Daily Dot)

How to convert a $280 Million Market Cap Co to $7 Billion (Deal Breaker)

Local Scarcity (Seth Godin)

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Chart

Chart : The Big Large Cap Disconnect

Source : Ambit Capital Research

 

Categories
Tweets

How Clients behaved yesterday

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IPO Observations

Astron Paper: Krafty IPO

Astron Paper,a Kraft paper manufacturer, has come out with an IPO in the price band of Rs.45-50 per share

What is interesting is the shrewd way the merchant bankers have done the allocation- around 10% of the shares offered is to institutions and a whopping 52% is to HNIs.

The merchant bankers probably felt that HNIs with the help of IPO financing will ensure their IPO sails through.

Wonder if this will be a trend setter for other mid-sized IPOs.

Categories
Links

Linkfest: December 19,2017

Some stuff I am reading today morning:

Toyota eyes India for its electric vehicles (ET)

Bitcoins: IT Department to issue notices (Mint)

IPO Review: Astron Paper (S P Tulsian)

Nandan Nilekani: Mr.Congeniality (Forbes)

Dr.Devi Shetty: Healthcare’s change agent (Intelligent Fanatic)

Best Idea Wins (CS)

Investing in a world of over priced assets (Jeremy Grantham)

8 Great ways to spend money (White Coat Investor)

Small Gains+Large Risks=Terrible Results (Tony Isola)

One rule of investing that has served us well (Einhorn)