Bangladesh Chaos: Impact on Indian Companies
Political crisis in Bangladesh is causing instability, impacting India's 2nd largest trading partner in Asia. Companies may see short-term...
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Chemicals - Q4FY2024 - Earnings Preview (Agro-Chem SpChem)
Chemical companies with strong brands and a consistent track record are seeing traction in CSM/CDMO business opportunities as China +1 and Euro +1...
303 Views
Samsonite (1910 HK): Evaluating a Potential Privatisation
The probability of an offer is medium, with an offer price likely around HK$30.00. Irrespective of a binding offer, the upside remains as Samsonite...
357 Views
Chemicals - Q3FY24 - Earnings Preview (Agro-Chem SpChem)
Specialty Chemicals: In Q3FY24, we expect specialty chemical companies under our coverage to give early signs of demand recovery but it is likely...
222 Views
VIP Industries Ltd - Double Whammy – Supply Constraints and Weak Demand
VIP Industries’Q1FY24 numbers beat ourtop-line estimates but reported a major miss on EBITDA and PAT due to a significant drop in gross margins.
341 Views