Top Conviction Ideas - “Banks, Financial Services and Insurance (BFSI) ”
Banks (incl. SFBs) under our coverage reported an in-line performance, delivering a credit growth at ~12% YoY, mirroring systemic growth.
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Ajax Engineering IPO Trading - Decent Insti Coverage but Subdued Retail Demand
Ajax Engineering Limited raised around US$145m in its India IPO. In this note, we will talk about the demand and trading dynamics.
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Ajax Engineering IPO - Robust Growth Driven by a Comprehensive Dealer Network
Ajax Engineering Limited is looking to raise about US$145m in its upcoming India IPO. In this note, we take a quick look at the company’s past...
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HSIE Results Daily: State Bank of India, Trent, BSE, Gujarat Gas, Motherson Sumi Wiring India
SBIN’s Q3FY25 earnings missed our estimates owing to lower treasury/MTM gains and softer margins, offset by strong operational performance
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Whirlpool of India OFS Early Look - Another Large Selldown by Parent
Whirlpool Corporation is looking to raise about INR 46bn (US$530m) from selling a 31% stake in Whirlpool of India Ltd. In this note, we talk about...
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