Renesas Electronics (6723 JP): Tie-Ups with Tata Group Add to Growth Potential
Renesas and Tata Group partnerships should boost the growth potential of both in auto, wireless telecom, IoT and industrial applications in India...
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IT Sector - Decoding Signal from Noise
In this note, we decode the signal from noise and probe some key questions: (1) How structural is the demand and how correlated is it to the macros...
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India: AMFI Stock Reclassification Preview
With 9 trading days to go in the review period, we see 5 stocks moving from Mid to Large and 7 stocks moving the other way. 2 new listings will be...
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Information Technology: Moderating, yet Strong
IT index is up >40% (mid-tier >100%) over the past year, supported by (1) earnings upgrade of ~5% for tier-1 IT and ~20% for mid-tier IT and...
301 Views
HSIE Results Daily: L&T Infotech, ICICI Lombard, JSW Energy, Tata Elxsi
JSW Energy: Higher realisation and increased generation at the Vijayanagar and hydro plants boosted Q3FY22 PAT by 126% YoY to INR3.2bn (above ours...
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