Optus Sale Would Be A BIG Payday For SingTel
SingTel is a deep value play, and an inexpensive entry into Bharti; yet the market pushes the implied stub further into negative territory. A sale...
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Zinka Logistics IPO - Has Grown Rapidly but Looks Expensive
Zinka Logistics (Blackbuck) is looking to raise about US$130m in its India IPO. In this note, we undertake a quick peer comparison, and discuss our...
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Zinka Logistics Pre-IPO - Continued Financial Underperformance in a Highly Fragmented Market
Zinka Logistics (Blackbuck) is looking to raise around US$130m in its India IPO. In this note, we talk about the company’s historical performance.
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Axis Top Picks for the Month of November 2024
The Axis Top Picks Basket delivered a return of 11.6% in the last six months against the 7.5% returns posted by Nifty 50 over the same period.
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# 67 India Insight: Reliance Infra in Defence, Bharti Airtel CCI Nod, Naveen Jindal Cement Expansion
Major Indian companies making significant investments in various sectors to expand and strengthen their presence in the market.
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