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Titan Co Ltd (TTAN IN)
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165
Analysis
Consumer Discretionary
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India
Titan Co. Ltd. manufactures and retails jewelry and watches. The Company also produces perfume for men and women.
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bullish
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Honasa Consumer
•
27 Oct 2023 09:56
Honasa Consumer IPO - RHP Updates - Sales Strong, Slight Margin Improvement
Honasa Consumer (HC) is looking to raise about US$200m in its upcoming India IPO. In this note, we talk about updates from its recent filings.
Sumeet Singh
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499 Views
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bullish
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Cello World Limited
•
26 Oct 2023 13:51
Cello World IPO - Thoughts on Valuation
Cello World is looking to raise around US$240m in its upcoming India IPO. We looked at the past performance in our previous note, in this note we...
Sumeet Singh
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366 Views
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bullish
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Cello World Limited
•
25 Oct 2023 10:55
Cello World IPO - Strong past Growth but Has a Number of Related Party Issues
Cello World is looking to raise around US$240m in its upcoming India IPO. In this note, we look at the company's past performance.
Sumeet Singh
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387 Views
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bullish
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SAMHI Hotels
•
12 Sep 2023 09:44
Samhi Hotels IPO - Taking a Large Hair Cut, Now at a Decent Discount
SAMHI Hotels (SAMHI IN) plans to raise around US$165m in its Indian IPO. In this note, we talk about the RHP updates and provide our thoughts on...
Sumeet Singh
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404 Views
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bearish
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US Treasury (10 Yr Generic)
•
01 Sep 2023 23:57
Further Declines in DXY, Sovereign Yields May Provide More Fuel for a Rally in Global Equities
We continue to believe $93 on $ACWI is likely the low for this pullback as long as the 10-year Treasury yield $TNX and $DXY can stay below their...
Vermilion Research
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510 Views
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