Truecaller (Buy, TP: SEK95.00) - Dominance in India
We recently made an investor trip to India, where we met with the management team and discussed Truecaller’s operations, supporting our positive view. Perhaps the key highlight was that all but one person we talked to were users of Truecaller. This shows the exceptional position Truecaller has in India, and the reason why the free version should be able to sustain a dominant position in that market. Below we list five main conclusions from our trip to India.
DNB Markets is the investment banking arm of DNB Bank ASA and is focused primarily on the Nordic region, as well as internationally on niches such as global shipping, energy and related services, and seafood. DNB Markets offers services in FICC, Equities and Investment Banking advisory from offices in Oslo, Stockholm, London, Singapore and New York. Equity research coverage is offered on c250 Nordic companies. DNB was ranked no.2 in Extel Nordic Research 2017. The DNB Markets’ Credit and FICC Macro & FX Research teams are repeatedly highly rated by Prospera Nordic Institutional Investor Surveys.
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