Last Week in GER Research: Lyft, Rakuten, Lynas, Yunji IPO, Xinyi IPO and Ruhnn IPO
Below is a recap of the key analysis produced by the Global Equity Research team. This week, we update on Lyft Inc (LYFT US) now that it is below...
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Last Week in Event SPACE: Navitas, Harbin Electric, Yungtay, Kosaido, Ophir, Tesla/CATL, Ecopro
Last Week in Event SPACE ... Agreed deal with no rival bidders coming, expect Navitas Ltd (NVT AU) to trade tight. The risk/reward is simply not...
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Mindtree (MTCL IN): L&T’s Hostile Takeover Offer Is an Awkward Opening Gambit
Late Monday evening, Larsen & Toubro (LT IN) launched India’s first ever hostile takeover in the tech sector. L&T is seeking to acquire a...
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Larsen & Toubro (LT IN): Slowdown in New Orders Is Risk for 3Q, Markets Can't Ignore It for Long
Larsen & Toubro (LT IN) has reported the new orders worth only Rs95 bn after 2Q FY19 results (reported on 31st October 2018). This is much...
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India: How "Free Electricity" Schemes May Be Linked to Excellent Industrial Growth Numbers?
If we look more closely at the latest Industrial Production (IIP) increase data which reported a strong overall growth of 8.1% yoy, we find a mixed...
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