Tata Steel: Lingering "Debt" Weight.
Executive summary Tata Steel Ltd (TATA IN) (“TSL”)’s FY18 revenue improved on rising production volume in Indian operations which accounted for...
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JSW Steel: Upward Capex Revision Does Not Matter
Executive summaryJSW Steel Ltd (JSTL IN) (JSW) reported strong revenue during 4Q’FY18 (ended in March) with an improving EBITDA margin on rising...
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Last Week in Event SPACE: Samsung Biologics, Shire, Lotte, Mitula, JSW, Nisshinbo
Last Week in Event SPACE ... In what is probably the secondmost interesting arb in the world, the attractive trade may simply be to go long LIFULL...
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Tata Steel: Debt Beneath the Wings
We initiate our coverage on Tata Steel Ltd (TATA IN) (“TSL”) with an UNDERWEIGHT recommendation on all of the TATAIN complex as we believe the...
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JSW Steel: Moody's Premature Rating Upgrade
Executive summaryMoody’s upgraded the senior unsecured bond rating of JSW Steel Limited (JSW) to Ba2 from Ba3 on 6-March. The outlook remains...
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