Quiddity Leaderboard BSE/SENSEX Jun25: Pair Trade Delivers Strong Alpha; More Pair Trade Ideas
The reference period for selection ranks ended on 30th April 2025. The only change in expectations since this insight is that we no longer see...
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Dorf-Ketal Chemicals India Pre-IPO - The Negatives - Elevated Borrowings and Tariff Uncertainty
Dorf-Ketal Chemicals India is looking to raise about US$579m in its upcoming India IPO. In this note, we talk about the not-so-positive aspects of...
692 Views
AU Small Finance Bank Ltd. - Credit Cost Pressure to Ease from H2FY26 Driving RoA Improvement!
Credit costs pressure to ease from H2FY26: AUSFB’s credit costs stood at 1.3% (on total assets), primarily owing to elevated stress in the...
281 Views
Dorf-Ketal Chemicals India Pre-IPO -The Positives - Strategic Blend of Organic & Inorganic Expansion
Dorf-Ketal Chemicals India is looking to raise about US$579m in its upcoming India IPO. In this note, we talk about the positive aspects of the deal.
672 Views
Quiddity Leaderboard BSE/SENSEX Jun25: Some Names Are Still Close to the Border
We expect ~US$560mn one-way flows collectively for Sensex, BSE 100, and BSE 200. Although there is only one month left in the reference period, the...
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