Quiddity Leaderboard F100/F250 Dec 24: Intra-Review Changes Galore; High-Impact Replacement Names
The Top 10 F250 potential ADDs could outperform the F250 index since there are many intra-review addition possibilities and these names are high...
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Quiddity Leaderboard F100/F250 Dec 24: Thoughts Deliveroo and Coca-Cola; More Intra-Review Changes
Deliveroo could get into F250 in December 2024 while Coca-Cola might have to wait until March 2025 to get into F100 due to a minimum listing period...
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HSIE Results Daily: Lupin, Cummins, Apollo Tyres, Kalpataru Projects International
Lupin: EBITDA growth (+98% YoY and +11% QoQ) was led by 20% YoY sales growth (US: flat QoQ, India +13% YoY, EMEA: +36% YoY and +71% RoW),
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Tesserent (TNT AU): Scheme Meeting on 18 September
FIRB and shareholder approval should be forthcoming, At the last close price and for the 4 October payment, the gross and annualised spread is 4.0%...
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HSIE Results Daily: ABB India, Hero Motocorp, Nuvoco Vistas Corporation
ABB India: ABB Q2CY23 revenue at INR 25bn (+22%/+4% YoY/QoQ) missed our estimates by 3%. However, it was a beat of 14% and 22% at EBITDA and PAT...
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