IIFL.NSEIIFL Finance Ltd.
Brief India: Lenskart Solutions Pre-IPO - The Positives - Worth Keeping an Eye On and more
In this briefing: Lenskart Solutions Pre-IPO - The Positives - Worth Keeping an Eye On Laser Power & Infra Limited Pre-IPO Tearsheet Primer: State Bank Of India (SBIN IN) - Oct 2025 CleanMax Enviro Energy Solutions Pre-IPO - The Negatives - Elevated Debt Amid Inconsistent Growth DCB Bank Ltd. - Strong Quarter, Balanced Growth & Compelling Valuations; Reiterate BUY! 1. Lenskart Solutions Pre-IPO - The Positives - Worth Keeping an Eye On Lenskart Solutions is looking to raise about US$1bn in its upcoming India IPO. Lenskart Solutions Limited (LSL) is a technology-driven eyewear company with integrated operations spanning designing, manufacturing, branding and retailing of eyewear products. In this note, we talk about the positive aspects of the deal. 2. Laser Power & Infra Limited Pre-IPO Tearsheet Laser Power & Infra Limited (1635018D IN) is looking to raise about US$135m in its upcoming India IPO. The deal will be run by ICICI Securities and IIFL. Laser Power & Infra Limited (LPIL) is an integrated manufacturer and EPC (Engineering, Procurement, and Construction) solutions provider for the power transmission and distribution industry in India.
cityfalcon.com·2h ago
Brief Industrials: Sany Heavy Industry IPO Valuation Analysis and more
In this briefing: Sany Heavy Industry IPO Valuation Analysis Capital Raising Focus: Reclaims Global, iWOW, Vividthree 10 in 10 with COSCO SHIPPING International (Singapore) - Building Value in Logistics Primer: Doosan Enerbility (034020 KS) - Oct 2025 Laser Power & Infra Limited Pre-IPO Tearsheet 1. Sany Heavy Industry IPO Valuation Analysis Our base case valuation of Sany Heavy Industry is target price of CNY21.1 per share. This represents 7.6% lower than current price of CNY22.83 per share. IPO price of Sany Heavy is expected to be set between HKD20.30 and HKD21.30. Our valuation analysis suggests lack of a meaningful upside for Sany Heavy Industry listing in HK. There are still lack of a major turnaround of the property market in China and this could continue to negatively impact the overall construction equipment market in China. 2. Capital Raising Focus: Reclaims Global, iWOW, Vividthree Institutions were net sellers of Singapore stocks from Oct 10 to 16, with a net outflow of S$167 million.
cityfalcon.com·9h ago
Brief Industrials: Capital Raising Focus: Reclaims Global, iWOW, Vividthree and more
In this briefing: Capital Raising Focus: Reclaims Global, iWOW, Vividthree 10 in 10 with COSCO SHIPPING International (Singapore) - Building Value in Logistics Primer: Doosan Enerbility (034020 KS) - Oct 2025 Laser Power & Infra Limited Pre-IPO Tearsheet SANY Heavy Industry H Share Listing (6031 HK): Valuation Insights 1. Capital Raising Focus: Reclaims Global, iWOW, Vividthree Institutions were net sellers of Singapore stocks from Oct 10 to 16, with a net outflow of S$167 million. United Overseas Bank led share buybacks with 500,000 shares at S$34.91, totaling S$39.3 million across 19 companies. Reclaims Global proposed a placement of 15,384,700 shares at S$0.39 each, raising approximately S$5.75 million. 2. 10 in 10 with COSCO SHIPPING International (Singapore) - Building Value in Logistics COSCO SHIPPING International (Singapore) reported a 10.6% revenue increase in 1H 2025, driven by logistics and marine engineering growth. The company is constructing Jurong Island Logistics Hub Phase 2, with completion expected in Q4 2026, enhancing logistics infrastructure.
cityfalcon.com·13h ago
Brief Industrials: 10 in 10 with COSCO SHIPPING International (Singapore) - Building Value in Logistics and more
In this briefing: 10 in 10 with COSCO SHIPPING International (Singapore) - Building Value in Logistics Primer: Doosan Enerbility (034020 KS) - Oct 2025 Laser Power & Infra Limited Pre-IPO Tearsheet SANY Heavy Industry H Share Listing (6031 HK): Valuation Insights What's New(s) in Amsterdam - 21 October (CM.com 1. 10 in 10 with COSCO SHIPPING International (Singapore) - Building Value in Logistics COSCO SHIPPING International (Singapore) reported a 10.6% revenue increase in 1H 2025, driven by logistics and marine engineering growth. The company is constructing Jurong Island Logistics Hub Phase 2, with completion expected in Q4 2026, enhancing logistics infrastructure. Key risks for 2025 include potential global trade slowdown, operational disruptions, and regulatory changes affecting logistics and marine services. 2. Primer: Doosan Enerbility (034020 KS) - Oct 2025 Doosan Enerbility is strategically pivoting towards eco-friendly energy solutions, including gas turbines, renewables (wind, hydrogen), and small modular reactors (SMRs), positioning itself to capitalize on the global energy transition.
cityfalcon.com·13h ago
Brief Industrials: Primer: Doosan Enerbility (034020 KS) - Oct 2025 and more
In this briefing: Primer: Doosan Enerbility (034020 KS) - Oct 2025 Laser Power & Infra Limited Pre-IPO Tearsheet SANY Heavy Industry H Share Listing (6031 HK): Valuation Insights What's New(s) in Amsterdam - 21 October (CM.com Primer: The Keepers Holdings (KEEPR PM) - Oct 2025 1. Primer: Doosan Enerbility (034020 KS) - Oct 2025 Doosan Enerbility is strategically pivoting towards eco-friendly energy solutions, including gas turbines, renewables (wind, hydrogen), and small modular reactors (SMRs), positioning itself to capitalize on the global energy transition. The company maintains a strong, albeit cyclical, position in the global power and water plant construction market, with core competencies in nuclear reactors, turbines, and desalination technologies. Financial performance is characterized by revenue growth but significant volatility in profitability and cash flow, alongside a high valuation (P/E > 100x) that presents a risk for investors. This content is AI-generated and displayed for general informational purposes only.
cityfalcon.com·17h ago