CHINA REFORM & ADRs: Big overhaul of foreign investment rules in China. Thoughts and implications
China is proposing an overhaul of its foreign-investment rules, which some news sources are saying is "the biggest revamp of China’s rules...
536 Views
Aditya Infotech: Niche Opportunity at Fair Valuations but Concerns Lurk
AIL reported 1Q26 results in line with our estimates and is on track to report FY26/27 EPS of 22/28. Mgt highlighted that the quality-related...
680 Views
Aditya Infotech IPO - RHP Updates & Thoughts on Peer Comp and Valuation
Aditya Infotech is looking to raise about US$151m in its India IPO. We have looked at the company’s past performance previously. In this note, we...
568 Views
Aditya Infotech Pre-IPO - Expanding Channel Network and Increased Production Capacity to Drive Sales
Aditya Infotech has launched an INR 13bn (US$151m) IPO. We had looked at the company's past performance in our prior note.
883 Views
4Paradigm IPO: Valuation Insights
4Paradigm has launched an HKEx IPO to raise up to US$144m. Our analysis suggests that the IPO price range is unattractive. We would give the IPO a...
550 Views