In today’s briefing:
- Narrative and Numbers | Affordable Housing Finance | FY24
- Smartworks Coworking Spaces Pre-IPO Tearsheet
- Quiddity Leaderboard BSE/SENSEX Dec 24: Zomato Needs F&O Membership to Avoid BSE 100 Deletion
- Morning Views Asia: MGM China Holdings, New World Development, Nickel Industries , Tata Steel Thailand
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Narrative and Numbers | Affordable Housing Finance | FY24
- This Insight focuses on lenders operating in the affordable housing space.
- Companies in focus are Aavas Financiers Ltd (AAVAS IN); Home First Finance (HOMEFIRS IN) & Aptus Value Housing Finance India (APTUS IN).
- Recent IPOs of Aadhar Housing Finance Ltd (1218027D IN) & India Shelter Finance (0570670D IN) are also covered.
Smartworks Coworking Spaces Pre-IPO Tearsheet
- Smartworks Coworking Spaces Ltd (1742134D IN) is looking to raise about US$120m in its upcoming India IPO. The deal will be run by Kotak, JM Fin, IIFL and Bob Caps.
- Smartworks Coworking Spaces Limited (SCSL) is an office experience and managed campus platform.
- It focuses on leasing entire/ large, bare shell properties in prime locations from landlords and transforms them into fully serviced, aesthetically pleasing and tech-enabled campuses with daily-life and aspirational amenities.
Quiddity Leaderboard BSE/SENSEX Dec 24: Zomato Needs F&O Membership to Avoid BSE 100 Deletion
- In this insight, we take a look at the Potential ADDs/DELs for the BSE SENSEX, 100, and 200 indices in the December 2024 index rebal event.
- We see four expected ADDs/DELs for BSE 100 and six expected ADDs/DELs for BSE 200.
- The BSE 100 handling rules for names without futures and options (F&O) sometimes punish companies that have enjoyed good share price rallies and Zomato could fall into such a trap.
Morning Views Asia: MGM China Holdings, New World Development, Nickel Industries , Tata Steel Thailand
Lucror Analytics Morning Views comprise our fundamental credit analysis, opinions and trade recommendations on high yield issuers in the region, based on key company-specific developments in the past 24 hours. Our Morning Views include a section with a brief market commentary, key market indicators and a macroeconomic and corporate event calendar.