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Titan Co Ltd (TTAN IN)
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169
Analysis
Consumer Discretionary
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India
Titan Co. Ltd. manufactures and retails jewelry and watches. The Company also produces perfume for men and women.
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bullish
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SAMHI Hotels
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12 Sep 2023 09:44
Samhi Hotels IPO - Taking a Large Hair Cut, Now at a Decent Discount
SAMHI Hotels (SAMHI IN) plans to raise around US$165m in its Indian IPO. In this note, we talk about the RHP updates and provide our thoughts on...
Sumeet Singh
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405 Views
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bearish
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US Treasury (10 Yr Generic)
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01 Sep 2023 23:57
Further Declines in DXY, Sovereign Yields May Provide More Fuel for a Rally in Global Equities
We continue to believe $93 on $ACWI is likely the low for this pullback as long as the 10-year Treasury yield $TNX and $DXY can stay below their...
Vermilion Research
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514 Views
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bullish
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SAMHI Hotels
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22 Aug 2023 14:04
Samhi Hotels Pre-IPO - The Negatives - Peer Comp and Valuation
SAMHI Hotels (SAMHI IN) plans to raise around US$200m (estimated) in its Indian IPO. In this note, we undertake a peer comparison and provide our...
Sumeet Singh
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511 Views
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bullish
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iShares MSCI ACWI ETF
•
19 Aug 2023 03:35
10-Yr Treasury Yield and DXY at Key Inflection Points; $ACWI Testing $93; Energy/HC/Tech/CD Buys
Test of Key Supports: $93 on $ACWI, $47.50 on $ACWX, $70 on $EFA, 4200 on EURO $STOXX 50. As long as 10-Yr Treasury Yield $TNX and $DXY remain...
Vermilion Research
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491 Views
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bearish
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InterGlobe Aviation Ltd
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15 Aug 2023 16:38
Interglobe Aviation (Indigo) Lockup - Time for Another Selldown, This Time Could Touch US$900m
A deal worth US$450m has just been launched. Its very well flagged, as one can tell from our prior note, although the deal size is somewhat smaller...
Sumeet Singh
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869 Views
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