India Equity Strategy: Input Cost Benefits Drive Earnings Growth, Revenue Contribution Muted
Q3FY24 earnings season saw an overall in-line performance, with wide divergences across sectors and companies. Aggregate revenue/PAT grew by 5%/20%...
408 Views
Union Bank of India QIP - Well-Flagged and Just in Time for Index Inclusion
Union Bank Of India (UNBK IN) is looking to raise up to US$370m (INR30bn) via its QIP. In this note, we talk about the deal dynamics.
364 Views
Valuation of Indices: All Indices and Most Sectors in the Overheated Zone
Over the last year, the key benchmark indices Nifty 50, Nifty Midcap 100 and Nifty Small-Cap 100 have delivered returns of 22%, 56% and 66%...
294 Views
Brainbees Solutions (FirstCry) Pre-IPO - The Negatives - Not All of It Fits Together
FirstCry is looking to raise up to US$700m in its upcoming India IPO. In this note, we talk about the not-so-positive aspects of the deal.
461 Views
Brainbees Solutions (FirstCry) Pre-IPO - The Positives - Carving Its Niche
FirstCry is looking to raise up to US$700m in its upcoming India IPO. In this note, we talk about the positive aspects of the deal.
503 Views