Phoenix Mills - Quality Growth Franchise Priced to Perfection
Motilal Oswal's research report onPhoenix Mills During the 10-year period from FY14 to FY24, PHNX’s retail portfolio reported a 12% CAGR in...
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Asia Ex-Japan: Extreme Stocks
We screen for stocks at the extreme ends of their positioning or momentum ranges. We combine current and historical data with recent manager...
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Asia Ex-Japan Real Estate: Hitting the Lows. China to India Rotation
Real Estate exposure is close to its lowest levels on record among active Asia Ex-Japan investors. As China Real Estate suffers an exodus, India...
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Quiddity Leaderboard BSE/SENSEX Dec 24: Could Zomato's Share Price Rally Become a Problem?
We see Zomato as a BSE 100 DEL for December 2024 as it currently violates one of the derivative linkage requirements. Zomato's fate will depend on...
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Real Estate (Q1FY25 Results Preview): Mixed Quarter
Other developers like Macrotech reported 20% YoY growth to INR 40.3bn. Prestige Estate reported 22% presales de-growth in the absence of any major...
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