Nuvoco Vistas IPO - Don’t See Any Strong Reason to Buy
Nuvoco Vistas (NV) aims to raise around US$673m in its India IPO. It is promoted by the Nirma Group and has recently acquired Emami’s cement business.
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Last Week in Event SPACE: NTT Docomo, Car, Sunac Services, Evergrande, Jardine Cycle, PRC Antitrust
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
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Last Week In Event SPACE: Keisei/Oriental Ld, Nat'l Storage, Sembcorp, Leyou, Accordia Golf, Samba
Last Week in Event SPACE ... With Tokyo Disneyland opening this past Wednesday, Keisei Electric Railway Co (9009 JP) was coming up "expensive"....
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India Stock Classification Changes - Active Portfolio Churn
Once up a time in India, there was a smorgasbord of mutual fund schemes launched by different fund houses. The same fund house had myriad schemes...
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Cement - Opportunities in India, Less so in Indonesia from the China Covid-19 Playbook
Construction (and consequently cement demand) will be relatively more resilient during a covid-19 lockdown and could outperform the market in the...
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