Real Estate: India/China Rotation Sparks Sector Growth
Real Estate exposure grows among active Asia Ex-Japan funds, sparked by a rotation in to Indian Real Estate, as China & HK positioning falls.
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HSIE Results Daily: Sun Pharmaceutical Industries, Prestige Estates, Phoenix Mills
Sun Pharmaceutical Industries: EBITDA grew 10% YoY as sales growth was moderate at 6% YoY (US and global specialty: -2% QoQ, India: +16% YoY) was...
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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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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...
303 Views
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...
407 Views