India: Stock Reclassification & Active Portfolio Management (Dec 2021)
Halfway through the review period, we take a look at stocks that could migrate across the large, mid and small cap segments. With over US$100bn of...
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Sona Comstar - Has Its Positives, but We Remain Unconvinced
Sona Comstar aims to raise around US$761m in its Indian IPO. The company is backed by Blackstone, which held a 66.2% stake prior to listing.
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Sensex Index Rebalance: Tata Steel IN, ONGC OUT
Tata Steel will replace ONGC in the Sensex after the close of trading on 18 June. Tata Steel is back in the index after a 6 month break. Rebalance...
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Sona Comstar IPO Initiation: Shifting Gears
Sona Comstar is looking to raise Rs60 bn ($820 m) through an IPO in India. Overall, we think that Sona Comstar is an attractive and alternative...
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Nexteer (1316): Recent Innovation and Focus on EV
Nexteer's recent innovation has proven its focus in the EV industry following the first factory in China in 2019 as a sign to participate in the...
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