MCX: Scaling New Heights, Improving Visibility. Maintain BUY
We recently met with MCX management. We gained more confidence in their strategic direction, which includes (1) launching new products such as...
195 Views
MCX: On a Strong Footing. Maintain Buy
We believe MCX will be the least impacted by the ongoing regulatory risk as (1) it has near-zero exposure to weekly options, (2) crude, which is...
164 Views
MCX India - Current Volume Tailwinds Notwithstanding
ICICI Securities research report onMCX India MCX’s Q4FY24 results had two main takeaways – 1) slightly higher software cost profile than expected
323 Views
MCX: A New Beginning. BUY
MCX has successfully executed one of the most complex technology transitions, and the new CDP is running smoothly, with volumes scaling new highs
375 Views
HSIE Results Daily: UltraTech Cement, Oberoi Realty, Dalmia Bharat
We estimate UTCEM to deliver 11% volume CAGR (ex-India Cements) over FY24-27E and unit EBITDA to expand to INR 1,349 in FY27E.
168 Views