Axis Top Picks - Aug 2023
The Axis Top Picks Basket returned a solid return of 10% in July’23 against the 3% return posted by Nifty 50, beating the benchmark by a wide margin.
195 Views
Black Sesame Pre-IPO - The Negatives - Losses Remain Wide and Suffers from a Concentration Risk
Black Sesame Technologies (BLACKSES HK) is looking to raise around US$300m in its upcoming Hong Kong IPO. In this note, we will talk about the not...
391 Views
Black Sesame Pre-IPO - The Positives - Catering to a Growing Demand for Automotive Automation
Black Sesame Technologies (BLACKSES HK) is looking to raise around US$300m in its upcoming Hong Kong IPO. In this note, we will talk about the...
309 Views
Auto Preview Q1FY24: Growth tapers but margins will remain strong
The auto sector has outperformed the Nifty Index by about 14% over the last six months on the back of the expectation of rural revival and...
178 Views
Auto Preview Q1FY24 - Growth Tapers but Margins Will Remain Strong
The auto sector has outperformed the Nifty Index by about 14% over the last six months on the back of the expectation of rural revival and...
400 Views