Ambuja Cements - Quick Insight on Valuation
Ambuja Cements, the second largest in the sector provides a tactical opportunity for a valuation pop. Avoid as it amplifies risk rather than adding...
328 Views
NIFTY50 Index Rebalance Preview: No Changes Likely in March
We do not expect any changes in March since Pidilite's average FFMC does not exceed 1.5x the FFMC for BPCL. There will be an adhoc change prior to...
543 Views
Adani Enterprises - A Record Follow-On Public Offering May Be in the Works
ADANI ENTERPRISES has a board meeting Friday to discuss/approve a capital raise. The stock is up 25x+ in 3yrs and trades at 20x book and 300x PER...
688 Views
Shifting Exposure To Emerging Markets; Buying TSMC/Taiwan Semi, ICICI Bank, Many Others
We see early signs of positive change within EM, and we present a strong case as to why we believe now is an opportune time to add exposure.
290 Views
Nuvoco Vistas IPO Trading - Tepid Demand
Nuvoco Vistas (NV) raised around US$673m in its India IPO. It is promoted by the Nirma Group and has recently acquired Emami’s cement business.
213 Views