BBSP Equity Asia Weekly Research 13 June 2018
THE MAIN IDEA(Relative Value Approach in USD Terms)Long Term Allocation (Strategic view) Relative Value vsMXAP in USD terms• NIKKEI/MXAP: Long term...
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India Auto Fuel Pricing Reforms Likely to Be Rolled Back
Pump prices of gasoline and diesel in India reached lifetime highs recently. With government facing crucial state and central elections over the...
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Delhi International Airport: At a Steady Altitude
We initiate our coverage on Delhi International Airport Limited (0180331D IN) (DIA) with a NEUTRAL recommendation on the DIALIN complex on the...
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India: Three IPOs from Government Owned Companies in March, Stay Clear or Should You Look at Them?
Three IPOs of Govt of India owned companies almost at the same time is an unprecedented event. But, Bharat Dynamics Ltd (7560284Z IN), Hindustan...
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SBI - An Elephant in Distress
State Bank of India, India’s largest bank by assets and the government’s premier bank, shocked the market by reporting a 3QFY2018 loss of Rs 24.2...
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