EQD | Long Nifty 50 Vs. Short Nikkei 225 - A Relative Value Option Strategy with a Kicker
Option strategy: exploit relative value in implied volatilities combined with directional positioning for a leveraged payoff in a long Nifty 50 vs....
483 Views
Infosys Ltd - Strong H1, Guidance Raised
PAT at Rs. 6,918 crore (up 18% y-o-y/ 15% q-o-q) saw a large beat due to reversal of tax provisions (~Rs. 550 crore, one off) along with higher...
222 Views
Infosys (INFY)'s US$1.1bn Buyback
Infosys has started a US$1bn buyback. This is small at 1.2-1.4% of shares out but it is a larger portion of Real World Float and so far is a VERY...
630 Views
Sagility India IPO Lockup - US$1.5bn Lockup Release; PE Promoter Will Have to Trim for Free-Float
Sagility India raised around US$250m in its India IPO in Nov 2024. Its six-month lockup on its pre-IPO investors will expire on 8th May 2025.
402 Views
Ather Energy IPO Trading - Running Out of Charge
Ather Energy raised around US$350m in its India IPO. We have looked at its past performance in our earlier notes. In this note, we talk about the...
337 Views