ECM Weekly (9th Oct 2022) - CALB, Socionext, Betagro, Country Style, I-Tail, Lionheart, Kakao Pay
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
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EbixCash Pre-IPO - The Negatives - Growing Too Fast for Its Previous Auditors, and Short Sellers
EbixCash is looking to raise around US$800m in its upcoming India IPO. In this note, we talk about the not-so-positive aspects of the deal.
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NIFTY Sep 2022 Rebal: Adani Enterprises and Adani Total Gas Are Top Positives
The NIFTY 50 index changes are the significant ones. NIFTY 50 ADD Adani Enterprises and NIFTY 50 DEL Shree Cement could see flows of approximately...
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India Equity Strategy - Capex: On a Sustainable Upswing
While there were false starts in the last decade, we believe the recent post-COVID pick-up is looking sustainable and drivers are in place for...
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Indian Banks Screener: Credit Quality Turning?
Indian bank showed broadly positive results to 1QFY23; yet we believe that the credit quality cycle may soon turn; rising delinquency will hit SBI...
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