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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Texas Weather Deals Second Blow to Automotive Chip Supply Chain
A chip shortage is preventing the automotive industry from returning to full volume. Meanwhile Japan's earthquake and bad weather in Texas are...
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Japan Quake and Chip Shortages, Tough on Auto?
Will Saturday's Japan earthquake further disrupt the semiconductor supply chain? Early reports seem tame enough, but automobile manufacturers are...
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