R R Kabel Pre-IPO - Strong Earnings Growth but Competition Seems Stiff
R R Kabel (2333180Z IN) is looking to raise about US$200m in its upcoming India IPO. R R Kabel registered strong earnings growth on the back of...
402 Views
2023 High Conviction | Polycab: A High Quality Play on Rise of India as a Manufacturing Hub
Polycab is well-placed to see strong earnings growth over the next 3 years starting FY24. We project a 65%+ upside potential, bulk of which could...
953 Views
Bajaj Holdings (BJHI IN): Potential Index Inclusion Can Narrow Hold Co. Discount Further
Holdco discount, currently at 53% of NAV, has the potential to narrow further with greater ownership and visibility post the likely index inclusion
546 Views
India Channel Insight #45 | TTK Prestige, Symphony, Bajaj Electricals
We speak to channels associated with TTK Prestige, Symphony Ltd and Bajaj Electricals with the objective to understand the current demand...
384 Views
Channel Insight #26 | M&M (Tractors), Bajaj Electricals (Murphy Richards), Havells
We interact with channels of Mahindra & Mahindra (MM IN) , Bajaj Electricals (BJE IN) & Havells India (HAVL IN) with an objective to understand...
477 Views