Autos: Near-term headwinds, time to be selective
The automotive sector is going through an interesting phase, with a once-in-a-century kind of transition towards greener energies
329 Views
Quiddity BSE Dec 24 Rebal: Big Wins for Zomato & Jiofin as New F&O Inclusions Trigger Surprises
We estimate one-way flows of US$285mn and US$324mn for SENSEX and BSE 100 index rebalance events in December 2024. The Inclusion/Exclusion events...
515 Views
Samvardhana Motherson - Weak Result; 2HFY25E to Be Better
Samvardhana Motherson (MOTHERSO) reported muted results, with an EBITDA margin of 8.8%, down 80bp QoQ (vs. est. 9.4%), hit by global PV industry...
255 Views
Quiddity Leaderboard BSE/SENSEX Dec 24: Some Changes to Expectations + Zomato Question Mark
The reference period ends today (31st October). Our BSE 100 expected ADDs/DELs remain unchanged. For BSE 200, all expected ADDs/DELs mentioned in...
876 Views
India: Potential Free Float Changes & Passive Flows in November
Changes to shareholding patterns could lead to changes in float for some stocks in local/global indices. Passive trackers will need to trade over 4...
764 Views