ECM Weekly (27th May 2024) - Renesas, AUB, Modec, Tata Tech, MUFG, Shift Up, Novelis, Shulan
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
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Q4FY24 Consolidated Earnings Preview
Q4FY24 earnings season was marked by a) Strong domestic macroeconomic environment, b) Robust PMI manufacturing and Services, c) Stronger E-way bill...
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Metals - Q4FY24 Earnings Preview
Both Hindalco and NALCO are expected to report margin expansion YoY/QoQ on higher shipments, stable LME, and lower coal/power costs.
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Global Emerging Markets: Reporting Season Summary, 1Q2024
In this quarterly insight, we analyse recent GEM reporting trends by looking at Sales and EPS growth, size and percentage of positive surprises,...
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Copper Is the New "GOLD": India's Rush for Rare Minerals
LME Copper prices at 7 month high, above $8840 a ton - New York Copper at 16 mth high - Shanghai copper hits 2 year high Copper prices : +4% on...
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