Aequitas: CleanMax Enviro Energy Solutions IPO- RHP Updates, Peer Comp and Thoughts on Valuation
CleanMax Enviro Energy Solutions Limited (CEESL) is looking to raise around US$342m in its downsized India IPO. In this note, we talk about RHP...
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India Textiles | Bangladesh Plus One Déjà Vu
Textile industry dynamics in India, Bangladesh, and Vietnam show Bangladesh and Vietnam's competitive advantages impacting India's market share.
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The Tail Wags the Dog Redux
Last evening, the National Stock Exchange of India (NSE) published a list of nine stocks that would be excluded from the Futures and Options...
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Arvind Ltd De-Merger: Possible Unlocking of Value
Arvind Ltd is a textile conglomerate established in 1931. It is involved in the manufacturing of denim, woven, voiles knits, garments retail,...
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Trident Group: On the Cusp of a Cyclical Upturn
Trident Ltd (TRID IN) is a fully integrated garment exporter from India and is the largest standalone terry towel and wheat straw based paper...
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