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...
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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...
331 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...
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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...
401 Views
Auto - Q1FY24 - Earnings Preview
On a QoQ basis, we forecast margin expansion for TVS/Bajaj in the 2W segment, which will be driven by higher export volume and a better product mix.
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