Chief Executive Officer, Emmer Capital Partners Limited

Manishi Raychaudhuri

Chief Executive Officer

Emmer Capital Partners Limited

Emmer Capital Partners is an Asia Pacific focused financial advisory firm engaging in strategic financial asset allocation advice, bespoke thematic research and advising early-stage companies and connecting them to investors. Emmer Capital provides macro-economic and multi-asset investment strategy inputs to institutions, family offices, private wealth managers, private equity, and corporate boards directly and through independent research platforms. Emmer Capital also advises a wide range of startup companies on fund raising and business strategy. Emmer Capital's active engagement with the print and electronic media reaches a broad spectrum of investors across the globe.

Cross Asset Strategy

<ul>
<li>In today's uncertain scenario, cash is king. Moreover, the high US treasury yields, which had rendered a dividend yield strategy relatively unattractive, are beginning to decline again.</li>
<li>In addition to considering today's dividend yields, we think it's also imperative to take into account companies' future earnings potential to assess future dividend stability.</li>
<li>Screening companies with at least 6% forward dividend yield and 5% forecast EPS CAGR over next 2 years, we arrive at our basket of 23 dividend yielders, 13 from HK/China.</li>
</ul>


In today's uncertain scenario, cash is king. Moreover, the high US treasury yields, which had rendered a dividend yield strategy relatively unattractive, are beginning to decline again.
In addition to considering today's dividend yields, we think it's also imperative to take into account companies' future earnings potential to assess future dividend stability.
Screening companies with at least 6% forward dividend yield and 5% forecast EPS CAGR over next 2 years, we arrive at our basket of 23 dividend yielders, 13 from HK/China.


Asian Equities: Asia's Robust Dividend Yielders

India Equity Analyst - Fundamental & Thematic, Beat the Street

Sudarshan Bhandari

India Equity Analyst - Fundamental & Thematic

Beat the Street

Beat The Street was founded by Nimish Maheshwari and Sudarshan Bhandari, both of whom are Chartered Accountants by Profession, known for their expert analysis in the fields of Business, Sectoral analysis, and Corporate governance.

With a strong social media presence of 45,000+ Subscribers across various platforms, they are considered trusted voices in the industry. Their insights and analysis have been featured in some of India’s most prominent publications, including the Economic Times, Dalal Street Investment Journal, The Morning Context, and The Ken.

Their analysis on Bankrupt & Insolvent companies has been instrumental in saving investors from significant losses. They have a keen eye for identifying red flags and has identified exclusive redflags earlier in Vedanta, Nykaa, Dhani Services, Adani and many more.

Read Business Not Stock Prices

Thematic (Sector/Industry)

<ul>
<li>Adani Cement is actively pursuing acquisitions in South India and the North-East to boost its capacity to 140 MTPA by 2028.</li>
<li>
<a href="https://www.smartkarma.com/entities/vedanta-ltd" target="_blank" data-smartkarma-citation="entities:514:1" rel="noopener">Vedanta Ltd (VEDL IN)</a> has secured 83% creditor approval for its demerger plan, surpassing the 75% required threshold. </li>
<li>The U.S. SEC has requested India's help in investigating Gautam Adani and his nephew over alleged securities fraud and a $265 million bribery scheme.</li>
</ul>


Adani Cement is actively pursuing acquisitions in South India and the North-East to boost its capacity to 140 MTPA by 2028.

Vedanta Ltd (VEDL IN) has secured 83% creditor approval for its demerger plan, surpassing the 75% required threshold. 
The U.S. SEC has requested India's help in investigating Gautam Adani and his nephew over alleged securities fraud and a $265 million bribery scheme.


#106 India Insight: Adani Cement Targets 140 Mtpa by 2028; Vedanta Demerger Gets 83% Nod; SEC Probes

APAC IPOs & Placements, Aequitas Research

Akshat Shah

APAC IPOs & Placements

IPOs and Placements coverage across Asia Pacific

Aequitas Research

We cover all listing across the Asia Pacific along with follow-up placements. As of Dec 2020, our team had covered 539 IPOs with a hit rate of 73.5% and 685 placements with a hit rate of 66.8%.

We combine fundamental bottom-up views with our proprietary quantitative framework to provide a holistic coverage across new listings and placements. Our coverage includes pre-IPO notes before the deal is launched, follow-up analysis once the deal is live and post-listing trading analysis as well.

Equity Capital Markets

Kaynes Technology India / Equity Capital Markets

<ul>
<li>
<a href="https://www.smartkarma.com/entities/kaynes-technology-india-ltd" target="_blank" data-smartkarma-citation="entities:36436:1" rel="noopener">Kaynes Technology India (KAYNES IN)</a> is looking to raise around US$185m in its upcoming qualified institutional placement (QIP).</li>
<li>In an announcement released on Jan 22, 2025, Kaynes had mentioned its board’s approval to raise up to INR16bn via a QIP. Since then, the shares have corrected 8.6%.</li>
<li>The deal would not be a large one to digest at 4.3 days of three month ADV. The company’s last fundraise did well.</li>
</ul>



Kaynes Technology India (KAYNES IN) is looking to raise around US$185m in its upcoming qualified institutional placement (QIP).
In an announcement released on Jan 22, 2025, Kaynes had mentioned its board’s approval to raise up to INR16bn via a QIP. Since then, the shares have corrected 8.6%.
The deal would not be a large one to digest at 4.3 days of three month ADV. The company’s last fundraise did well.


Kaynes Technology QIP Early Look - QIP to Fund Global Expansion Plans

<ul>
<li>
<a href="https://www.smartkarma.com/entities/vedanta-ltd" target="_blank" data-smartkarma-citation="entities:514:1" rel="noopener">Vedanta Ltd (VEDL IN)</a>  Rs 1 trillion aluminium refinery and smelter project will be set up in Odisha’s Raygada district.Company also aims to establish a university in the state.</li>
<li>
<a href="https://www.smartkarma.com/entities/hindustan-zinc-ltd" target="_blank" data-smartkarma-citation="entities:8688:1" rel="noopener">Hindustan Zinc (HZ IN)</a>  has delayed its demerger plans amid government opposition and the ongoing Vedanta split. Company will prioritize new verticals, focusing on metals like gold, copper, critical minerals.</li>
<li>Zepto, the quick-commerce startup, has moved its headquarters from Singapore to India ahead of its IPO. </li>
</ul>



Vedanta Ltd (VEDL IN)  Rs 1 trillion aluminium refinery and smelter project will be set up in Odisha’s Raygada district.Company also aims to establish a university in the state.

Hindustan Zinc (HZ IN)  has delayed its demerger plans amid government opposition and the ongoing Vedanta split. Company will prioritize new verticals, focusing on metals like gold, copper, critical minerals.
Zepto, the quick-commerce startup, has moved its headquarters from Singapore to India ahead of its IPO. 


#94 India Insight: Vedanta’s Rs 1T Refinery, Hindustan Zinc Delays Demerger, Zepto Moves HQ

<ul>
<li>Karnataka's proposed mineral tax will significantly impact iron ore miners and the steel industry, potentially raising production costs and impacting profitability. </li>
<li>Larsen &amp; Toubro's (L&amp;T) recent ₹10,000 crore order for K9 Vajra-T artillery platforms signifies the company's strength in the defense sector. </li>
<li>
<a href="https://www.smartkarma.com/entities/waaree-energies-limited-6098abe5-9b91-4859-8170-b98fda2cf7ab" target="_blank" data-smartkarma-citation="entities:44031:1" rel="noopener">Waaree Energies (0656504D IN)</a> is accelerating India's renewable energy goals with strategic investments in electrolyzer, lithium-ion storage, and inverter solutions. </li>
</ul>


Karnataka's proposed mineral tax will significantly impact iron ore miners and the steel industry, potentially raising production costs and impacting profitability. 
Larsen &amp; Toubro's (L&amp;T) recent ₹10,000 crore order for K9 Vajra-T artillery platforms signifies the company's strength in the defense sector. 

Waaree Energies (0656504D IN) is accelerating India's renewable energy goals with strategic investments in electrolyzer, lithium-ion storage, and inverter solutions. 


#73 India Insight: Iron Ore Taxed, Waaree’s 2000 Cr Investments in EV Batteries, Adani’s Acquisition

India

Vedanta Limited mines, produces, and exports base metals. The Company mines and distributes metals such as zinc, iron ore, copper, silver, and aluminium, as well as operates power plants. Vedanta markets its products worldwide.

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Vedanta Ltd (VEDL IN)

Asian Equities: Asia's Robust Dividend Yielders

In uncertain times, firms distributing cash as dividends are naturally investors' darlings. Screening large caps on min 6% div yield and future...

Manishi Raychaudhuri

#106 India Insight: Adani Cement Targets 140 Mtpa by 2028; Vedanta Demerger Gets 83% Nod; SEC Probes

Adani Cement aims to expand capacity, Vedanta Ltd gets creditor approval for demerger, SEC seeks India's help in the Adani investigation.

Sudarshan Bhandari

Kaynes Technology QIP Early Look - QIP to Fund Global Expansion Plans

Kaynes Technology (KAYNES IN) is looking to raise INR 16bn (US$185m) in its upcoming QIP. In an announcement, Kaynes mentioned its board’s approval...

Akshat Shah

#94 India Insight: Vedanta’s Rs 1T Refinery, Hindustan Zinc Delays Demerger, Zepto Moves HQ

Vedanta Ltd to set up Rs 1 trillion aluminium project in Odisha, Hindustan Zinc delays demerger amid Vedanta split, Zepto moves HQ to India before...

Sudarshan Bhandari

#73 India Insight: Iron Ore Taxed, Waaree’s 2000 Cr Investments in EV Batteries, Adani’s Acquisition

Karnataka's mineral tax may impact iron ore miners and steel industry, L&T's ₹10,000 crore defense order showcases strength, Waaree Energies...

Sudarshan Bhandari

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Asian Equities: Asia's Robust Dividend Yielders

​In uncertain times, firms distributing cash as dividends are naturally investors' darlings. Screening large caps on min 6% div yield and future...

Manishi Raychaudhuri

#106 India Insight: Adani Cement Targets 140 Mtpa by 2028; Vedanta Demerger Gets 83% Nod; SEC Probes

​Adani Cement aims to expand capacity, Vedanta Ltd gets creditor approval for demerger, SEC seeks India's help in the Adani investigation.

Sudarshan Bhandari

Kaynes Technology QIP Early Look - QIP to Fund Global Expansion Plans

Kaynes Technology (KAYNES IN) is looking to raise INR 16bn (US$185m) in its upcoming QIP. In an announcement, Kaynes mentioned its board’s approval...

Akshat Shah

#94 India Insight: Vedanta’s Rs 1T Refinery, Hindustan Zinc Delays Demerger, Zepto Moves HQ

​Vedanta Ltd to set up Rs 1 trillion aluminium project in Odisha, Hindustan Zinc delays demerger amid Vedanta split, Zepto moves HQ to India before...

Sudarshan Bhandari

#73 India Insight: Iron Ore Taxed, Waaree’s 2000 Cr Investments in EV Batteries, Adani’s Acquisition

​Karnataka's mineral tax may impact iron ore miners and steel industry, L&T's ₹10,000 crore defense order showcases strength, Waaree Energies...

Sudarshan Bhandari

In uncertain times, firms distributing cash as dividends are naturally investors' darlings. Screening large caps on min 6% div yield and future...

Adani Cement aims to expand capacity, Vedanta Ltd gets creditor approval for demerger, SEC seeks India's help in the Adani investigation.

Vedanta Ltd to set up Rs 1 trillion aluminium project in Odisha, Hindustan Zinc delays demerger amid Vedanta split, Zepto moves HQ to India before...

Karnataka's mineral tax may impact iron ore miners and steel industry, L&T's ₹10,000 crore defense order showcases strength, Waaree Energies...