India: Stock Reclassification & Active Portfolio Management
There are a lot of segment changes expected in July when AMFI recategorizes stocks and mutual funds start to rebalance their portfolios. We...
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India Stock Classification Changes - Active Portfolio Churn
Once up a time in India, there was a smorgasbord of mutual fund schemes launched by different fund houses. The same fund house had myriad schemes...
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Alkem Laboratories - En Route to Recovery, Valuations Attractive
Alkem Laboratories (ALKEM IN) produces branded generics, generic drugs, active pharmaceutical ingredients and neutraceuticals, which it markets in...
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Eris Lifesciences - 2QFY19 – Acquisitions Drive Top Line Much Higher, Bottom Line to Follow by FY20E
Eris Lifesciences (ERIS IN) reported lower than expected performance in 2QFY19. Revenues were 5% lower than our estimates at Rs 2,642 mn. The...
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