In today’s briefing:
- Clean Energy & Global Water ETFs: Changes for Asia & Impact
- Rubber Board Says Q1 FY25 Production Near Stable But ATMA Disputes
- NTPC Green Pre-IPO – The Negatives – Competitive Marketspace and Some Risks to Watch
Clean Energy & Global Water ETFs: Changes for Asia & Impact
- There are 3 adds and 2 deletes for the iSharesGlobal Clean Energy ETF while there are 2 adds and 2 deletes for the iShares Global Water UCITS ETF.
- With US$5bn benchmarked to the iSharesGlobal Clean Energy and related ETFs, and US$3.5bn benchmarked to the iShares Global Water and related ETFs, there is multiple days of ADV to trade.
- We see a noticeable rise in cumulative excess volume over the last two trading sessions, so there will be positioning in the stocks.
Rubber Board Says Q1 FY25 Production Near Stable But ATMA Disputes
- Consumption declines by .3% to 356,000 tons in Q1 FY 25
- ATMA says April-Sept 2024 production 37% lower year on year
- ATMA asks Rubber Board to expedite data publishing
NTPC Green Pre-IPO – The Negatives – Competitive Marketspace and Some Risks to Watch
- NTPC Green Energy Ltd (2214556D IN) is looking to raise around US$1.2bn in its upcoming India IPO.
- NTPC Green Energy Limited (NGEL) is a renewable energy public sector enterprise and a wholly owned subsidiary of NTPC Limited, a Maharatna central public sector enterprise (PSU).
- In this note, we will talk about the not so positive aspects of the deal.
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