GEMWeekly (12 Apr 2024): South Korea, China Macro; Wipro, TSMC, Samsung Electronics, NetEase
The Global Emerging Markets Weekly summarizes the key news and related developments impacting the largest countries and constituents of the Global...
418 Views
Bharti Hexacom IPO Trading - Strong Insti and Anchor, Retail Gave It a Miss
Government of India raised around US$513m via selling some of its stake in Bharti Hexacom's IPO. In this note, we talk about the demand and trading...
582 Views
IT Sector (Q4FY24E Results Preview): Transition period from ‘gradually’ to ‘eventually’
IT sector (coverage universe) growth is expected to bottom out in Q4FY24 and recover ‘gradually’ in FY25E. The slowdown in macro is still a...
253 Views
Bharti Hexacom IPO - Unexciting and at a Half-Decent Discount
Bharti Hexacom is looking to raise up to US$513m in its upcoming India IPO. We have looked at the past performance in our earlier note, in this...
551 Views
Bharti Hexacom Pre-IPO - The Negatives - No Clear Rationale for Listing
The company is said to be looking to launch its IPO next week, which will entirely comprise of an offer for sale of half of the stake of Government...
414 Views